Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,008,364
+98.6%
10,404
+100.0%
0.03%
-6.5%
Q2 2023$507,717
+5.4%
5,202
+7.2%
0.03%
-11.4%
Q1 2023$481,564
-24.7%
4,853
-26.4%
0.04%
-30.0%
Q4 2022$639,257
+0.8%
6,5930.0%0.05%
-13.8%
Q3 2022$634,000
-5.2%
6,5930.0%0.06%
+11.5%
Q2 2022$669,000
+1811.4%
6,593
+1904.0%
0.05%
+2500.0%
Q1 2022$35,000
-82.0%
329
-82.1%
0.00%
-84.6%
Q4 2021$194,000
-9.8%
1,834
-9.7%
0.01%
-18.8%
Q3 2021$215,000
+330.0%
2,031
+331.2%
0.02%
+300.0%
Q2 2021$50,0004710.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders