Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders