Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. 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$203,368
+91.6%
3,390
+100.0%
0.01%0.0%
Q2 2023$106,141
+1.1%
1,6950.0%0.01%
-25.0%
Q1 2023$105,006
-8.8%
1,695
-14.8%
0.01%
-11.1%
Q4 2022$115,123
+16.3%
1,989
+2.3%
0.01%0.0%
Q3 2022$99,000
-13.2%
1,945
-2.4%
0.01%0.0%
Q2 2022$114,000
-67.8%
1,993
-62.5%
0.01%
-62.5%
Q1 2022$354,000
-13.7%
5,310
-8.2%
0.02%
-14.3%
Q4 2021$410,000
-0.2%
5,7850.0%0.03%
-9.7%
Q3 2021$411,000
+124.6%
5,785
+132.0%
0.03%
+121.4%
Q2 2021$183,000
+4.6%
2,4930.0%0.01%
-6.7%
Q1 2021$175,000
-3.8%
2,493
-7.9%
0.02%
-11.8%
Q4 2020$182,000
+8.3%
2,708
-6.2%
0.02%
-5.6%
Q3 2020$168,000
+7.0%
2,8880.0%0.02%0.0%
Q2 2020$157,000
+15.4%
2,8880.0%0.02%
-10.0%
Q1 2020$136,000
-72.2%
2,888
-64.4%
0.02%
-70.1%
Q3 2018$489,000
+0.4%
8,1020.0%0.07%
-2.9%
Q2 2018$487,000
+48.5%
8,102
+55.7%
0.07%
+43.8%
Q1 2018$328,000
+13.9%
5,205
+13.9%
0.05%
+23.1%
Q4 2017$288,000
+15.7%
4,569
+11.9%
0.04%
+21.9%
Q3 2017$249,000
+21.5%
4,084
+14.2%
0.03%
+6.7%
Q2 2017$205,0003,5760.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders