Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 62 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
AIA Singapore Private Ltd 1,890,199$59,163,00026.04%
First Trust Bank, Ltd. 318,000$9,966,00013.84%
Arlington Capital Management, Inc. 423,378$13,269,0009.50%
BRINKER CAPITAL INC 1,482,544$46,463,0004.12%
Somerset Capital Management LLP 303,090$9,499,0003.32%
Sequent Asset Management, LLC 117,958$3,697,0002.67%
Meiji Yasuda Asset Management Co Ltd. 208,400$6,531,0001.58%
AGF INVESTMENTS INC. 2,761,299$86,539,0000.94%
OLD MISSION CAPITAL LLC 94,707$2,968,0000.70%
State of Tennessee, Treasury Department 4,101,683$128,547,0000.68%
View complete list of ISHARES TR shareholders