Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 66 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$811,794
+100.7%
17,964
+100.0%
0.02%
-4.0%
Q2 2023$404,550
+9.6%
8,9820.0%0.02%
-7.4%
Q1 2023$369,251
-2.8%
8,9820.0%0.03%
-10.0%
Q4 2022$380,028
+0.3%
8,9820.0%0.03%
-14.3%
Q3 2022$379,000
+2.7%
8,9820.0%0.04%
+20.7%
Q2 2022$369,000
-11.1%
8,9820.0%0.03%
+3.6%
Q1 2022$415,000
-2.4%
8,9820.0%0.03%
-3.4%
Q4 2021$425,000
-8.2%
8,9820.0%0.03%
-17.1%
Q3 2021$463,000
+10.2%
8,9820.0%0.04%
+9.4%
Q2 2021$420,000
+4.2%
8,9820.0%0.03%
-5.9%
Q1 2021$403,000
+5.8%
8,9820.0%0.03%
-2.9%
Q4 2020$381,000
+21.7%
8,9820.0%0.04%
+2.9%
Q3 2020$313,000
-18.9%
8,982
-28.2%
0.03%
-24.4%
Q2 2020$386,000
+20.2%
12,5020.0%0.04%
-4.3%
Q1 2020$321,000
-33.5%
12,5020.0%0.05%
-20.3%
Q4 2019$483,000
-5.3%
12,502
-10.0%
0.06%
-13.2%
Q3 2019$510,000
-4.3%
13,8920.0%0.07%
-4.2%
Q2 2019$533,000
+1.1%
13,8920.0%0.07%
-2.7%
Q1 2019$527,000
+7.3%
13,8920.0%0.07%
-3.9%
Q4 2018$491,000
+3.4%
13,8920.0%0.08%
+16.9%
Q3 2018$475,000
-2.9%
13,8920.0%0.06%
-7.1%
Q2 2018$489,00013,8920.07%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Somerset Capital Management LLP 280,549$9,734,0001.31%
State of Tennessee, Treasury Department 5,522,943$192,364,0000.89%
Clal Insurance Enterprises Holdings Ltd 918,420$31,989,0000.54%
Realta Investment Advisors 8,178$285,0000.10%
FLOW TRADERS U.S. LLC 32,758$1,141,0000.08%
L & S Advisors Inc 12,122$422,0000.06%
OLD MISSION CAPITAL LLC 16,720$582,0000.05%
Clearstead Advisors, LLC 8,982$313,0000.03%
Artisan Partners Limited Partnership 535,121$18,638,0000.03%
NOMURA ASSET MANAGEMENT CO LTD 54,100$1,884,0000.01%
View complete list of ISHARES TR shareholders