Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 158 filers reported holding ISHARES TR in Q1 2018. 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$155,000
-8.3%
3,3250.0%0.05%
+10.4%
Q1 2022$169,000
-0.6%
3,325
-7.0%
0.05%0.0%
Q4 2021$170,000
+3.7%
3,5750.0%0.05%
-2.0%
Q3 2021$164,000
+1.2%
3,5750.0%0.05%
+4.3%
Q2 2021$162,000
+0.6%
3,5750.0%0.05%
-9.6%
Q1 2021$161,000
+3.2%
3,5750.0%0.05%
-1.9%
Q4 2020$156,000
+13.0%
3,5750.0%0.05%0.0%
Q3 2020$138,000
+1.5%
3,5750.0%0.05%
-5.4%
Q2 2020$136,000
+3.0%
3,575
-7.7%
0.06%
-20.0%
Q1 2020$132,000
-28.6%
3,8750.0%0.07%
-17.6%
Q4 2019$185,000
-11.1%
3,875
-13.4%
0.08%
-19.8%
Q3 2019$208,000
-14.8%
4,475
-15.2%
0.11%
-15.2%
Q2 2019$244,000
+0.4%
5,275
-2.8%
0.12%
+0.8%
Q1 2019$243,000
+14.1%
5,4250.0%0.12%
-0.8%
Q4 2018$213,000
-10.1%
5,425
-3.6%
0.12%0.0%
Q3 2018$237,000
-76.7%
5,625
-76.3%
0.12%
-79.2%
Q2 2018$1,018,000
+2.1%
23,725
+1.9%
0.60%
-1.8%
Q1 2018$997,000
+11.8%
23,275
+18.0%
0.61%
+10.7%
Q4 2017$892,000
+14.2%
19,725
+14.3%
0.55%
+6.8%
Q3 2017$781,000
+3.0%
17,2500.0%0.52%
+2.4%
Q2 2017$758,000
+3.8%
17,2500.0%0.51%
-3.6%
Q1 2017$730,000
+39.6%
17,250
+28.7%
0.52%
+25.3%
Q4 2016$523,00013,4000.42%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
STEEL GROVE CAPITAL ADVISORS, LLC 296,006$12,329,0003.06%
Polaris Wealth Advisory Group, LLC 288,015$11,996,0002.81%
QS Investors, LLC 1,289,493$53,707,0001.62%
NewSquare Capital LLC 94,525$3,937,0001.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,837$1,284,0000.50%
Camelot Portfolios, LLC 15,012$625,0000.42%
Lattice Strategies LLC 18,918$788,0000.40%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 308,040$12,830,0000.36%
BAILARD, INC. 52,200$2,174,0000.34%
Kistler-Tiffany Companies, LLC 10,825$451,0000.34%
View complete list of ISHARES TR shareholders