Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders