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 ↓
STERLING INVESTMENT ADVISORS LLC /ADV 304,784$17,327,00010.49%
HATTON CONSULTING, INC. 150,350$8,547,0006.70%
Curi Wealth Management, LLC 193,643$11,008,0005.52%
VALICENTI ADVISORY SERVICES INC 178,481$10,147,0002.81%
MACRO Consulting Group 90,947$5,171,0002.66%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 161,561$9,185,0002.31%
LFA - Lugano Financial Advisors SA 58,670$3,335,0002.10%
Lowe Wealth Advisors, LLC 75,874$4,313,0002.06%
Portland Global Advisors LLC 133,683$7,600,0001.47%
KCS Wealth Advisory 54,291$3,086,0001.45%
View complete list of ISHARES TR shareholders