STERLING INVESTMENT ADVISORS LLC /ADV - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
STERLING INVESTMENT ADVISORS LLC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,971,548
+3.0%
71,930
+3.7%
4.44%
+3.2%
Q2 2023$6,769,187
+4.2%
69,356
+6.0%
4.31%
+2.5%
Q1 2023$6,493,244
+12.6%
65,436
+10.1%
4.20%
+6.6%
Q4 2022$5,764,351
+460.2%
59,450
+455.0%
3.94%
+410.5%
Q3 2022$1,029,000
+0.8%
10,711
+6.4%
0.77%
+10.1%
Q2 2022$1,021,000
-19.9%
10,063
-17.1%
0.70%
-7.0%
Q1 2022$1,274,000
+5.0%
12,140
+6.0%
0.75%
+9.3%
Q4 2021$1,213,000
-1.6%
11,458
-1.9%
0.69%
-6.8%
Q3 2021$1,233,000
+11.6%
11,676
+12.3%
0.74%
+10.6%
Q2 2021$1,105,000
+2.8%
10,397
+2.3%
0.67%
-1.8%
Q1 2021$1,075,000
+10.8%
10,165
+9.4%
0.68%
+5.9%
Q4 2020$970,000
+2.3%
9,289
+1.9%
0.64%
-11.2%
Q3 2020$948,000
-80.2%
9,115
-80.5%
0.72%
-81.1%
Q2 2020$4,778,000
+2.4%
46,667
-0.1%
3.83%
-11.2%
Q1 2020$4,666,000
+15.9%
46,709
+16.9%
4.32%
+39.5%
Q4 2019$4,025,000
-18.2%
39,971
-18.6%
3.10%
-20.8%
Q3 2019$4,920,000
+0.7%
49,121
+1.1%
3.91%
+0.3%
Q2 2019$4,888,000
+2.4%
48,603
+1.5%
3.90%
-0.1%
Q1 2019$4,774,000
+1.8%
47,894
+0.1%
3.90%
-6.5%
Q4 2018$4,691,000
-3.3%
47,859
-2.6%
4.17%
+5.3%
Q3 2018$4,853,000
+3.3%
49,127
+4.3%
3.96%
-0.0%
Q2 2018$4,697,000
+6.9%
47,114
+7.4%
3.96%
+9.3%
Q1 2018$4,394,000
+4.4%
43,877
+4.1%
3.62%
+4.2%
Q4 2017$4,210,000
+1.9%
42,156
+2.4%
3.48%
-1.0%
Q3 2017$4,131,000
+8.3%
41,153
+8.2%
3.52%
+0.9%
Q2 2017$3,816,000
+11.1%
38,018
+12.3%
3.48%
+5.9%
Q1 2017$3,435,000
+5.0%
33,856
+4.2%
3.29%
-2.3%
Q4 2016$3,271,000
-5.1%
32,481
-4.7%
3.37%
-4.5%
Q3 2016$3,445,000
+30.2%
34,074
+30.7%
3.52%
+30.1%
Q2 2016$2,646,000
+0.5%
26,063
-0.4%
2.71%
-2.4%
Q1 2016$2,634,000
-0.7%
26,158
-2.4%
2.78%
-2.8%
Q4 2015$2,652,000
+4.5%
26,812
+4.8%
2.86%
-1.4%
Q3 2015$2,539,000
-1.3%
25,573
-0.6%
2.90%
+6.3%
Q2 2015$2,572,000
-5.3%
25,737
-5.8%
2.73%
-0.3%
Q1 2015$2,716,000
+0.0%
27,333
-0.3%
2.74%
-2.3%
Q4 2014$2,715,00027,4232.80%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders