Sterling Investment Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Ellevest, Inc. 167,337$10,730,0003.76%
Private Ocean, LLC 157,326$10,088,0002.50%
Highland Private Wealth Management 251,360$16,118,0002.25%
FLPUTNAM INVESTMENT MANAGEMENT CO 488,582$31,328,0002.20%
Windsor Capital Management, LLC 60,687$3,891,0001.74%
BSW Wealth Partners 56,353$3,613,0001.39%
Financial Advisors, LLC 32,062$2,056,0001.26%
C-J Advisory, Inc. 27,285$1,750,0001.10%
NOTTINGHAM ADVISORS, INC. 118,209$7,580,0001.00%
Financial Insights, Inc. 15,781$1,012,0000.97%
View complete list of ISHARES TR shareholders