Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 111 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$7,567,000
-4.3%
64,304
+4.2%
2.60%
+16.0%
Q1 2022$7,911,000
+10.6%
61,740
+5.8%
2.24%
+11.4%
Q4 2021$7,155,000
+15.3%
58,364
+7.9%
2.02%
+9.2%
Q3 2021$6,205,000
+7.1%
54,087
+8.9%
1.84%
+8.9%
Q2 2021$5,793,000
+7.9%
49,677
+5.5%
1.69%
-2.3%
Q1 2021$5,371,000
+74.3%
47,076
+46.9%
1.73%
+65.7%
Q4 2020$3,081,000
+65.6%
32,037
+40.4%
1.05%
+46.1%
Q3 2020$1,860,000
+42.7%
22,816
+41.3%
0.72%
+32.6%
Q2 2020$1,303,000
+514.6%
16,152
+459.5%
0.54%
+382.1%
Q1 2020$212,000
-27.9%
2,887
+3.6%
0.11%
-17.0%
Q4 2019$294,000
+3.5%
2,787
+0.2%
0.14%
-6.9%
Q3 2019$284,000
-4.4%
2,781
-6.7%
0.14%
-4.6%
Q2 2019$297,000
+1.7%
2,981
+0.1%
0.15%
+2.0%
Q1 2019$292,000
+11.0%
2,978
+0.8%
0.15%
-3.9%
Q4 2018$263,000
-12.0%
2,954
-1.5%
0.16%
-1.3%
Q3 2018$299,000
+11.6%
2,999
+9.3%
0.16%
-0.6%
Q2 2018$268,000
+2.7%
2,745
-0.0%
0.16%
-1.2%
Q1 2018$261,000
+6.1%
2,746
+10.1%
0.16%
+4.6%
Q4 2017$246,000
+5.6%
2,493
+0.2%
0.15%
-0.6%
Q3 2017$233,000
-2.5%
2,487
-4.1%
0.15%
-3.1%
Q2 2017$239,000
+18.9%
2,594
+17.4%
0.16%
+9.7%
Q1 2017$201,000
+11.7%
2,210
+8.8%
0.14%
+0.7%
Q4 2016$180,0002,0320.14%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 49,765$7,242,0004.28%
Savant Capital, LLC 119,998$17,462,0003.14%
Mutual Advisors, LLC 73,325$10,670,0001.62%
Watermark Asset Management, Inc. 26,430$3,846,0001.59%
First Heartland Consultants, Inc. 25,144$3,659,0001.14%
Asset Advisors Investment Management, LLC 43,289$6,299,0001.04%
Wealth & Pension Services Group, Inc. 5,358$780,0000.78%
IBEX WEALTH ADVISORS 13,549$1,977,0000.71%
Mathes Company, Inc. 10,205$1,485,0000.69%
GenWealth Group, Inc. 10,136$1,477,0000.68%
View complete list of ISHARES TR shareholders