Sterling Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$184,000
-1.1%
461
-3.4%
0.12%
-3.3%
Q2 2021$186,000
+14.1%
4770.0%0.12%
+4.3%
Q1 2021$163,000
-42.4%
477
-40.4%
0.12%
-49.1%
Q4 2020$283,0008000.23%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders