Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,004
+92.8%
484
+100.0%
0.00%
-100.0%
Q2 2023$8,300
-1.1%
2420.0%0.00%0.0%
Q1 2023$8,396
-61.1%
242
-61.2%
0.00%
-50.0%
Q4 2022$21,559
+7.8%
6230.0%0.00%0.0%
Q3 2022$20,000
-4.8%
6230.0%0.00%0.0%
Q2 2022$21,000
-8.7%
6230.0%0.00%0.0%
Q1 2022$23,000
-4.2%
623
+0.2%
0.00%0.0%
Q4 2021$24,000
+71.4%
622
+63.3%
0.00%
+100.0%
Q3 2021$14,0003810.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 44,615$1,592,3090.59%
Global Wealth Strategies & Associates 1$220.00%
View complete list of ISHARES TR shareholders