Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 130 filers reported holding ISHARES TR in Q3 2023. 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$193,050
+94.8%
2,560
+100.0%
0.01%0.0%
Q2 2023$99,098
+8.6%
1,2800.0%0.01%
-14.3%
Q1 2023$91,213
+7.5%
1,2800.0%0.01%0.0%
Q4 2022$84,877
-25.5%
1,280
-30.4%
0.01%
-36.4%
Q3 2022$114,000
-6.6%
1,8400.0%0.01%
+10.0%
Q2 2022$122,000
-16.4%
1,840
-0.3%
0.01%0.0%
Q1 2022$146,000
+12.3%
1,846
+20.2%
0.01%
+11.1%
Q4 2021$130,0001,5360.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,773,801,00027.36%
Bank of Italy 6,282,081$417,067,00017.65%
SWISS RE LTD 409,155$27,164,0005.44%
Northland Capital Management LLC 40,427$2,684,0002.47%
RPg Family Wealth Advisory, LLC 57,774$3,836,0002.29%
55I, LLC 890,868$59,145,0001.66%
One Wealth Advisors, LLC 76,975$5,110,0001.37%
BLUESTEM FINANCIAL ADVISORS, LLC 26,891$1,785,0001.24%
Security Financial Services, INC. 57,198$3,797,0001.21%
First Ascent Asset Management, LLC 86,975$5,774,0001.09%
View complete list of ISHARES TR shareholders