Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$549,005
-7.8%
6,995
+0.4%
0.19%
-2.5%
Q2 2023$595,481
+49.4%
6,970
+22.9%
0.20%
+47.0%
Q1 2023$398,476
+13.5%
5,669
-2.1%
0.13%
+6.3%
Q4 2022$351,091
-6.4%
5,793
-19.6%
0.13%
-10.0%
Q3 2022$375,000
-0.8%
7,2080.0%0.14%
+7.7%
Q2 2022$378,0007,2080.13%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders