Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 254 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders