Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,395,430
+94.9%
291,998
+94.8%
0.85%
-6.7%
Q2 2023$15,080,398
-7.2%
149,860
-7.3%
0.91%
-22.7%
Q1 2023$16,252,111
+0.6%
161,584
+0.1%
1.18%
-6.6%
Q4 2022$16,162,591161,4001.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ironwood Wealth Management, LLC. 432,718$43,283,00018.88%
Choate Investment Advisors 669,270$66,944,0003.91%
Trek Financial, LLC 194,759$19,481,0001.82%
Relative Value Partners Group, LLC 231,448$23,151,0001.64%
ACT Advisors, LLC. 19,997$2,000,0001.47%
Laurel Wealth Advisors LLC 48,657$4,867,0001.00%
LINCOLN CAPITAL CORP 14,378$1,438,0000.69%
WOODMONT INVESTMENT COUNSEL LLC 48,142$4,815,0000.62%
Quadrant Private Wealth Management, LLC 10,382$1,038,0000.39%
CERTUITY, LLC 17,066$1,707,0000.37%
View complete list of ISHARES TR shareholders