Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$783
-92.2%
12
-91.5%
0.00%
-100.0%
Q1 2021$10,0000.0%1410.0%0.00%0.0%
Q4 2020$10,000
-67.7%
141
-68.7%
0.00%
-66.7%
Q3 2020$31,000
+3.3%
4510.0%0.00%0.0%
Q2 2020$30,000
+7.1%
4510.0%0.00%
-25.0%
Q1 2020$28,0004510.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 680,595$49,554,00032.19%
Burt Wealth Advisors 438,801$31,949,00014.50%
SimpliFi, Inc. 246,991$17,983,00012.51%
Peterson Wealth Advisors, LLC 228,488$16,636,00012.14%
Legacy Financial Advisors, Inc. 438,442$31,923,00011.56%
Smart Money Group LLC 153,276$11,160,00010.13%
Merit Financial Group, LLC 852,083$61,403,0009.83%
Price Wealth, LLC 361,686$26,334,0009.81%
Arcus Capital Partners, LLC 237,268$17,275,0008.15%
Mascoma Wealth Management LLC 168,011$12,233,0008.07%
View complete list of ISHARES TR shareholders