Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,816
+83.2%
158
+100.0%
0.00%
-100.0%
Q2 2023$8,635
+4.6%
790.0%0.00%0.0%
Q1 2023$8,257
-3.1%
790.0%0.00%0.0%
Q4 2022$8,519
+6.5%
790.0%0.00%0.0%
Q3 2022$8,0000.0%790.0%0.00%0.0%
Q2 2022$8,000
-20.0%
790.0%0.00%0.0%
Q1 2022$10,000
-9.1%
790.0%0.00%0.0%
Q4 2021$11,0000.0%790.0%0.00%0.0%
Q3 2021$11,000
-8.3%
790.0%0.00%0.0%
Q2 2021$12,0000.0%790.0%0.00%0.0%
Q1 2021$12,000
+33.3%
790.0%0.00%0.0%
Q4 2020$9,000
+28.6%
790.0%0.00%0.0%
Q3 2020$7,0000.0%790.0%0.00%0.0%
Q2 2020$7,000
+40.0%
790.0%0.00%0.0%
Q1 2020$5,000790.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders