Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders