Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 115 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$120,000
-7.7%
2,3220.0%0.01%
-11.1%
Q4 2021$130,000
-41.4%
2,322
-41.0%
0.01%
-47.1%
Q3 2021$222,0003,9340.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lenox Wealth Management, Inc. 22,083$2,653,0000.81%
Venturi Wealth Management, LLC 76,960$4,067,0000.78%
PFG Advisors 10,865$574,0000.60%
RKL Wealth Management LLC 22,197$1,173,0000.29%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 288,885$15,265,0000.12%
Wellesley Investment Partners, LLC 10,912$576,0000.11%
Verdence Capital Advisors LLC 6,500$343,0000.08%
Snowden Capital Advisors LLC 7,570$399,9990.06%
WealthTrust-Arizona, LLC 1,183$63,0000.03%
Midwest Professional Planners, LTD. 517$27,0000.02%
View complete list of ISHARES TR shareholders