ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 79,415 Value ($000) $11,808 Avg Close — Range —
Q3 2025
Shares 86,139 Value ($000) $12,546 Avg Close — Range —
Q2 2025
Shares 87,497 Value ($000) $11,816 Avg Close — Range —
Q1 2025
Shares 84,691 Value ($000) $10,333 Avg Close — Range —
Q4 2024
Shares 82,951 Value ($000) $10,669 Avg Close — Range —
Q3 2024
Shares 82,902 Value ($000) $10,414 Avg Close — Range —
Q2 2024
Shares 83,575 Value ($000) $9,927 Avg Close — Range —
Q1 2024
Shares 12,979 Value ($000) $1,486 Avg Close — Range —
Q4 2023
Shares 14,914 Value ($000) $1,569 Avg Close — Range —
Q3 2023
Shares 13,685 Value ($000) $1,289 Avg Close — Range —
Q2 2023
Shares 13,810 Value ($000) $1,351 Avg Close — Range —
Q1 2023
Shares 12,329 Value ($000) $1,116 Avg Close — Range —
Q4 2022
Shares 11,884 Value ($000) $1,008 Avg Close — Range —
Q3 2022
Shares 11,814 Value ($000) $940 Avg Close — Range —
Q2 2022
Shares 11,506 Value ($000) $964 Avg Close — Range —
Q1 2022
Shares 11,182 Value ($000) $1,129 Avg Close — Range —
Q4 2021
Shares 11,304 Value ($000) $1,209 Avg Close — Range —
Q3 2021
Shares 10,915 Value ($000) $1,074 Avg Close — Range —
Q2 2021
Shares 11,067 Value ($000) $1,093 Avg Close — Range —
Q1 2021
Shares 9,425 Value ($000) $863 Avg Close — Range —
Q4 2020
Shares 8,970 Value ($000) $773 Avg Close — Range —
Q3 2020
Shares 8,715 Value ($000) $658 Avg Close — Range —
Q2 2020
Shares 7,046 Value ($000) $489 Avg Close — Range —
Q1 2020
Shares 7,257 Value ($000) $415 Avg Close — Range —
Q4 2019
Shares 6,266 Value ($000) $455 Avg Close — Range —
Q3 2019
Shares 4,910 Value ($000) $329 Avg Close — Range —
Q2 2019
Shares 4,910 Value ($000) $327 Avg Close — Range —
Q1 2019
Shares 4,566 Value ($000) $294 Avg Close — Range —
Q4 2018
Shares 4,545 Value ($000) $258 Avg Close — Range —
Q3 2018
Shares 4,370 Value ($000) $291 Avg Close — Range —
Q2 2018
Shares 4,352 Value ($000) $272 Avg Close — Range —
Q1 2018
Shares 4,802 Value ($000) $290 Avg Close — Range —
Q4 2017
Shares 4,782 Value ($000) $292 Avg Close — Range —
Q3 2017
Shares 4,737 Value ($000) $273 Avg Close — Range —
Q2 2017
Shares 4,716 Value ($000) $261 Avg Close — Range —
Q1 2017
Shares 4,716 Value ($000) $255 Avg Close — Range —
Q4 2016
Shares 4,697 Value ($000) $241 Avg Close — Range —