Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 210.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$76,0001,8010.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 342,489$14,504,0003.86%
RETIREMENT CAPITAL STRATEGIES 144,036$6,100,0002.34%
Founders Capital Management 31,160$1,320,0000.90%
Wharton Business Group, LLC 169,562$7,181,0000.73%
Wolf Group Capital Advisors 16,778$711,0000.39%
BARINGS LLC 123,405$5,226,0000.12%
Sunbelt Securities, Inc. 14,835$633,0000.11%
FLOW TRADERS U.S. LLC 61,182$2,591,0000.10%
Latitude Advisors, LLC 6,612$280,0000.09%
LexAurum Advisors, LLC 6,129$260,0000.08%
View complete list of ISHARES TR shareholders