Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$35,000
-12.5%
5510.0%0.01%
+9.1%
Q1 2022$40,0000.0%551
+5.0%
0.01%0.0%
Q4 2021$40,0000.0%5250.0%0.01%
-8.3%
Q3 2021$40,000
-52.9%
525
-53.3%
0.01%
-52.0%
Q2 2021$85,000
+3.7%
1,1250.0%0.02%
-3.8%
Q1 2021$82,000
-1.2%
1,1250.0%0.03%
-7.1%
Q4 2020$83,000
+7.8%
1,1250.0%0.03%
-6.7%
Q3 2020$77,000
-42.1%
1,125
-44.4%
0.03%
-45.5%
Q2 2020$133,000
-28.9%
2,025
-33.1%
0.06%
-44.4%
Q1 2020$187,000
-37.7%
3,025
-24.8%
0.10%
-28.3%
Q4 2019$300,000
+1.7%
4,0250.0%0.14%
-8.6%
Q3 2019$295,000
+1.0%
4,0250.0%0.15%
+1.3%
Q2 2019$292,000
-57.0%
4,025
-57.3%
0.15%
-56.9%
Q1 2019$679,000
+8.1%
9,4250.0%0.35%
-6.5%
Q4 2018$628,000
-15.6%
9,425
-7.8%
0.37%
-5.4%
Q3 2018$744,000
-6.8%
10,225
-8.9%
0.39%
-17.0%
Q2 2018$798,000
+1.4%
11,225
+5.2%
0.47%
-2.5%
Q1 2018$787,000
+276.6%
10,675
+272.0%
0.48%
+271.5%
Q4 2017$209,0002,8700.13%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders