ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 12,614 Value ($000) $1,758 Avg Close Range
Q3 2025
Shares 11,914 Value ($000) $1,616 Avg Close Range
Q2 2025
Shares 11,914 Value ($000) $1,510 Avg Close Range
Q1 2025
Shares 12,274 Value ($000) $1,410 Avg Close Range
Q4 2024
Shares 12,274 Value ($000) $1,492 Avg Close Range
Q3 2024
Shares 12,274 Value ($000) $1,477 Avg Close Range
Q2 2024
Shares 12,274 Value ($000) $1,379 Avg Close Range
Q1 2024
Shares 8,971 Value ($000) $972 Avg Close Range
Q4 2023
Shares 8,971 Value ($000) $902 Avg Close Range
Q3 2023
Shares 8,971 Value ($000) $807 Avg Close Range
Q2 2023
Shares 8,971 Value ($000) $840 Avg Close Range
Q1 2023
Shares 8,971 Value ($000) $787 Avg Close Range
Q4 2022
Shares 8,971 Value ($000) $738 Avg Close Range
Q3 2022
Shares 8,971 Value ($000) $681 Avg Close Range
Q2 2022
Shares 8,946 Value ($000) $722 Avg Close Range
Q1 2022
Shares 8,946 Value ($000) $866 Avg Close Range
Q4 2021
Shares 8,946 Value ($000) $951 Avg Close Range
Q3 2021
Shares 100 Value ($000) $10 Avg Close Range
Q2 2021
Shares 100 Value ($000) $10 Avg Close Range
Q1 2021
Shares 100 Value ($000) $9 Avg Close Range
Q4 2020
Shares 100 Value ($000) $8 Avg Close Range
Q3 2020
Shares 35 Value ($000) $5 Avg Close Range
Q2 2020
Shares 35 Value ($000) $5 Avg Close Range
Q1 2020
Shares 35 Value ($000) $4 Avg Close Range