Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$110,572
+103.6%
2,872
+100.0%
0.00%0.0%
Q2 2023$54,296
+4.1%
1,4360.0%0.00%
-25.0%
Q1 2023$52,181
+10.1%
1,4360.0%0.00%0.0%
Q4 2022$47,400
-3.3%
1,436
+0.1%
0.00%
-20.0%
Q3 2022$49,000
+308.3%
1,435
+325.8%
0.01%
+400.0%
Q2 2022$12,000
-14.3%
3370.0%0.00%0.0%
Q1 2022$14,000
-6.7%
3370.0%0.00%0.0%
Q4 2021$15,0000.0%337
+0.6%
0.00%0.0%
Q3 2021$15,000
+7.1%
3350.0%0.00%0.0%
Q2 2021$14,0003350.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders