Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q2 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders