Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 22 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$28,0009060.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 944,926$30,219,0009.37%
BT Wealth Management LLC 451,969$14,454,0003.91%
Capital Planning Advisors, LLC 567,590$18,152,0003.46%
MANCHESTER FINANCIAL INC 165,854$5,304,0001.86%
Bank of Marin 11,270$360,0000.24%
XML Financial, LLC 14,859$475,0000.06%
OLD MISSION CAPITAL LLC 38,442$1,229,0000.05%
Avidian Wealth Solutions, LLC 16,779$537,0000.03%
Rehmann Capital Advisory Group 10,537$336,973,0000.03%
Patriot Financial Group Insurance Agency, LLC 5,100$163,0000.03%
View complete list of ISHARES TR shareholders