STERLING INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
STERLING INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$206,000
+3.0%
1,5500.0%0.15%
-3.2%
Q2 2018$200,000
-1.5%
1,5500.0%0.16%
-5.5%
Q1 2018$203,000
+0.5%
1,5500.0%0.16%
-23.7%
Q4 2017$202,0001,5500.22%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 610,214$114,834,0009.39%
Kozak & Associates, Inc. 77,484$15,597,0009.22%
Wealthgate Family Office, LLC 21,919$4,125,0006.34%
RiverFront Investment Group, LLC 573,443$107,910,0003.60%
Diversified, LLC 27,250$5,128,0002.73%
SPC Financial, Inc. 103,208$19,422,0002.41%
WestEnd Advisors, LLC 379,382$71,392,104,0002.15%
Quantitative Advantage, LLC 61,385$11,551,0001.96%
ARKANSAS FINANCIAL GROUP, INC. 41,647$7,837,0001.72%
Kesler, Norman & Wride, LLC 37,628$7,081,0001.67%
View complete list of ISHARES TR shareholders