Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 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$94,000
-15.3%
1,5000.0%0.03%
+3.2%
Q1 2022$111,000
-6.7%
1,5000.0%0.03%
-8.8%
Q4 2021$119,000
+0.8%
1,5000.0%0.03%
-2.9%
Q3 2021$118,000
-0.8%
1,5000.0%0.04%0.0%
Q2 2021$119,000
+4.4%
1,5000.0%0.04%
-5.4%
Q1 2021$114,000
+3.6%
1,5000.0%0.04%0.0%
Q4 2020$110,000
+15.8%
1,5000.0%0.04%0.0%
Q3 2020$95,000
-25.8%
1,500
-29.3%
0.04%
-30.2%
Q2 2020$128,000
+14.3%
2,1230.0%0.05%
-10.2%
Q1 2020$112,000
-22.8%
2,1230.0%0.06%
-11.9%
Q4 2019$145,000
+6.6%
2,1230.0%0.07%
-2.9%
Q3 2019$136,000
-27.7%
2,123
-27.4%
0.07%
-28.1%
Q2 2019$188,000
+1.6%
2,9230.0%0.10%
+2.1%
Q1 2019$185,000
+10.8%
2,9230.0%0.09%
-4.1%
Q4 2018$167,000
-13.9%
2,9230.0%0.10%
-3.9%
Q3 2018$194,000
+2.1%
2,9230.0%0.10%
-8.9%
Q2 2018$190,000
-3.6%
2,9230.0%0.11%
-7.4%
Q1 2018$197,000
-0.5%
2,9230.0%0.12%
-1.6%
Q4 2017$198,000
+2.1%
2,9230.0%0.12%
-4.7%
Q3 2017$194,000
+6.0%
2,9230.0%0.13%
+5.7%
Q2 2017$183,000
+4.0%
2,9230.0%0.12%
-3.9%
Q1 2017$176,0002,9230.13%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 259,027$19,098,00014.22%
High Note Wealth, LLC 249,108$18,366,0006.48%
SPINNAKER TRUST 1,211,491$89,323,0006.02%
Bond & Devick Financial Network, Inc. 94,069$6,936,0005.54%
Financial Network Wealth Management LLC 129,035$9,514,0004.96%
Laurel Wealth Planning LLC 98,953$7,296,0004.92%
Ellevest, Inc. 113,383$42,333,0003.57%
Tillar-Wenstrup Advisors, LLC 98,347$7,251,0003.47%
RVW Wealth, LLC 395,367$29,150,0003.37%
Private Ocean, LLC 353,931$26,095,0003.26%
View complete list of ISHARES TR shareholders