STERLING INVESTMENT ADVISORS LLC /ADV - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
STERLING INVESTMENT ADVISORS LLC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$222,510
-1.4%
1,839
+0.4%
0.14%
+3.0%
Q1 2024$225,732
+2.1%
1,832
+6.2%
0.13%
+0.8%
Q1 2022$221,000
+4.7%
1,725
+0.3%
0.13%
+9.2%
Q4 2021$211,0001,7200.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 866,404$63,031,00047.98%
GRAY FINANCIAL GROUP /GA /ADV /ADV 931,397$67,759,00027.88%
FIDUCIARY TRUST INTERNATIONAL LLC 402,176$29,258,0009.88%
Longer Investments Inc. 100,250$7,293,0008.59%
Stelac Advisory Services LLC 280,279$20,187,0005.58%
NIPPON LIFE INSURANCE CO 2,653,500$193,042,0005.10%
KANALY TRUST CO 301,783$21,955,0004.84%
FUKOKU MUTUAL LIFE INSURANCE Co 328,000$23,862,0004.50%
ASSET ADVISORS CORP 249,250$18,133,0004.45%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 175,827$12,792,0004.35%
View complete list of ISHARES TR shareholders