STERLING INVESTMENT ADVISORS LLC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 85 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
STERLING INVESTMENT ADVISORS LLC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$229,733
+13.9%
9,556
+0.4%
0.15%
+5.8%
Q4 2022$201,7499,5160.14%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders