Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 314 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,0000.0%100.0%0.00%
Q1 2022$1,000
-94.4%
10
-94.1%
0.00%
-100.0%
Q4 2021$18,000
+5.9%
1690.0%0.01%0.0%
Q3 2021$17,0000.0%1690.0%0.01%0.0%
Q2 2021$17,000
+13.3%
169
+6.3%
0.01%0.0%
Q1 2021$15,000
+7.1%
1590.0%0.01%0.0%
Q4 2020$14,000
+7.7%
1590.0%0.01%0.0%
Q3 2020$13,000
+18.2%
1590.0%0.01%0.0%
Q2 2020$11,000
+22.2%
1590.0%0.01%0.0%
Q1 2020$9,000
-25.0%
1590.0%0.01%
-16.7%
Q4 2019$12,0000.0%1590.0%0.01%0.0%
Q3 2019$12,0000.0%1590.0%0.01%0.0%
Q2 2019$12,000
+9.1%
1590.0%0.01%0.0%
Q1 2019$11,000
+10.0%
1590.0%0.01%0.0%
Q4 2018$10,000
-16.7%
1590.0%0.01%0.0%
Q3 2018$12,000
+9.1%
1590.0%0.01%0.0%
Q2 2018$11,0000.0%1590.0%0.01%
-14.3%
Q1 2018$11,0000.0%1590.0%0.01%0.0%
Q4 2017$11,0000.0%1590.0%0.01%0.0%
Q3 2017$11,000
+10.0%
1590.0%0.01%0.0%
Q2 2017$10,0000.0%1590.0%0.01%0.0%
Q1 2017$10,000
+11.1%
1590.0%0.01%0.0%
Q4 2016$9,0001590.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders