Sterling Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,432,431
-4.3%
158,256
-0.7%
5.86%
-1.1%
Q2 2023$11,948,054
+15.3%
159,307
+9.9%
5.92%
+5.2%
Q1 2023$10,365,026
+11.2%
144,945
+6.2%
5.63%
+1.2%
Q4 2022$9,320,610
+10.4%
136,466
+1.9%
5.56%
-6.0%
Q3 2022$8,441,000
+4.4%
133,936
+5.6%
5.92%
+4.2%
Q2 2022$8,082,000
-13.7%
126,813
+4.6%
5.68%
-3.7%
Q1 2022$9,366,000
-7.1%
121,205
+2.5%
5.90%
-6.4%
Q4 2021$10,080,000
+8.8%
118,229
+1.0%
6.30%
+6.8%
Q3 2021$9,268,000
-0.9%
117,039
+1.2%
5.90%
-2.9%
Q2 2021$9,355,000
+6.2%
115,597
+2.8%
6.08%
-3.3%
Q1 2021$8,808,000
+3.8%
112,396
-4.3%
6.28%
-8.1%
Q4 2020$8,485,000117,4836.83%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders