Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 431 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$20,000
-13.0%
2200.0%0.01%0.0%
Q1 2022$23,0000.0%2200.0%0.01%
+16.7%
Q4 2021$23,000
+4.5%
2200.0%0.01%
-14.3%
Q3 2021$22,000
-4.3%
2200.0%0.01%0.0%
Q2 2021$23,000
+4.5%
2200.0%0.01%0.0%
Q1 2021$22,000
+22.2%
2200.0%0.01%
+16.7%
Q4 2020$18,000
+5.9%
220
+63.0%
0.01%
-14.3%
Q3 2020$17,000
+6.2%
1350.0%0.01%0.0%
Q2 2020$16,000
+23.1%
1350.0%0.01%0.0%
Q1 2020$13,000
-38.1%
1350.0%0.01%
-30.0%
Q4 2019$21,000
+5.0%
1350.0%0.01%0.0%
Q3 2019$20,0000.0%1350.0%0.01%0.0%
Q2 2019$20,0000.0%1350.0%0.01%0.0%
Q1 2019$20,000
+17.6%
1350.0%0.01%0.0%
Q4 2018$17,000
-26.1%
1350.0%0.01%
-16.7%
Q3 2018$23,000
+4.5%
1350.0%0.01%
-7.7%
Q2 2018$22,000
+10.0%
1350.0%0.01%
+8.3%
Q1 2018$20,000
-35.5%
135
-32.5%
0.01%
-36.8%
Q4 2017$31,000
+3.3%
2000.0%0.02%
-5.0%
Q3 2017$30,000
+7.1%
2000.0%0.02%
+5.3%
Q2 2017$28,0000.0%2000.0%0.02%
-5.0%
Q1 2017$28,0000.0%2000.0%0.02%
-9.1%
Q4 2016$28,0002000.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders