Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$244,200
+100.4%
3,532
+111.4%
0.01%0.0%
Q2 2023$121,884
-4.9%
1,671
-6.3%
0.01%
-22.2%
Q1 2023$128,135
+46.8%
1,784
+34.3%
0.01%
+28.6%
Q4 2022$87,277
-75.3%
1,328
-78.9%
0.01%
-78.8%
Q3 2022$353,000
+6960.0%
6,294
+8292.0%
0.03%
Q2 2022$5,000
-16.7%
750.0%0.00%
Q1 2022$6,0000.0%750.0%0.00%
Q4 2021$6,0000.0%750.0%0.00%
Q3 2021$6,0000.0%750.0%0.00%
Q2 2021$6,000
+50.0%
75
+50.0%
0.00%
Q1 2021$4,0000.0%500.0%0.00%
Q4 2020$4,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 259,027$19,098,00014.22%
High Note Wealth, LLC 249,108$18,366,0006.48%
SPINNAKER TRUST 1,211,491$89,323,0006.02%
Bond & Devick Financial Network, Inc. 94,069$6,936,0005.54%
Financial Network Wealth Management LLC 129,035$9,514,0004.96%
Laurel Wealth Planning LLC 98,953$7,296,0004.92%
Ellevest, Inc. 113,383$42,333,0003.57%
Tillar-Wenstrup Advisors, LLC 98,347$7,251,0003.47%
RVW Wealth, LLC 395,367$29,150,0003.37%
Private Ocean, LLC 353,931$26,095,0003.26%
View complete list of ISHARES TR shareholders