Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 164 filers reported holding ISHARES TR in Q2 2020. 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
Q2 2024$444,987
+307.0%
12,265
+305.5%
0.01%
+60.0%
Q1 2024$109,345
-0.6%
3,025
-0.1%
0.01%
-16.7%
Q4 2023$110,059
-47.6%
3,028
-50.0%
0.01%0.0%
Q3 2023$210,188
+96.7%
6,056
+100.0%
0.01%0.0%
Q2 2023$106,880
-0.7%
3,0280.0%0.01%
-25.0%
Q1 2023$107,637
-6.9%
3,028
-9.5%
0.01%
-11.1%
Q4 2022$115,563
+542.0%
3,347
+517.5%
0.01%
+350.0%
Q3 2022$18,000
-5.3%
542
+0.4%
0.00%
+100.0%
Q2 2022$19,000
-9.5%
540
+0.2%
0.00%0.0%
Q1 2022$21,000
-4.5%
539
+0.2%
0.00%0.0%
Q4 2021$22,000
+57.1%
538
+55.0%
0.00%0.0%
Q3 2021$14,000
+1300.0%
347
+1139.3%
0.00%
Q2 2021$1,0000.0%280.0%0.00%
Q1 2021$1,0000.0%280.0%0.00%
Q4 2020$1,0000.0%280.0%0.00%
Q3 2020$1,0000.0%280.0%0.00%
Q2 2020$1,000
-66.7%
28
-63.2%
0.00%
Q1 2020$3,000760.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 2,384,939$99,500,00084.74%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,898,225$287,795,00012.88%
ERTS Wealth Advisors, LLC 746,338$31,137,0008.42%
WBI INVESTMENTS, LLC 1,305,010$54,445,0008.36%
HORIZON FINANCIAL SERVICES, LLC 181,689$7,580,0005.50%
HOHIMER WEALTH MANAGEMENT, LLC 546,343$22,793,0004.66%
Richard C. Young & CO., LTD. 849,501$35,441,0004.50%
Advisory Alpha, LLC 1,303,738$54,392,0004.46%
Alaska Permanent Fund Corp 5,810,410$242,410,0004.43%
Morningstar Investment Management LLC 888,452$37,0664.15%
View complete list of ISHARES TR shareholders