Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q1 2023. 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$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 Q1 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 39,400$1,338,024,0001.75%
AMARILLO NATIONAL BANK 139,884$4,750,0001.10%
Trinity Legacy Partners, LLC 71,267$2,420,0001.03%
LVM CAPITAL MANAGEMENT LTD/MI 175,990$5,977,0000.92%
Sierra Capital LLC 117,113$3,977,0000.74%
ALTERNA WEALTH MANAGEMENT, INC 18,339$623,0000.74%
WealthOne, LLC 36,987$1,256,0000.54%
Purus Wealth Management, LLC 16,748$569,0000.52%
Wharton Business Group, LLC 209,516$7,115,0000.48%
RETIREMENT CAPITAL STRATEGIES 26,900$914,0000.42%
View complete list of ISHARES TR shareholders