Sterling Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,707,379
-8.2%
86,386
-2.1%
3.95%
-5.1%
Q2 2023$8,392,861
-0.1%
88,262
-1.7%
4.16%
-8.8%
Q1 2023$8,403,336
-1.5%
89,789
-3.9%
4.56%
-10.4%
Q4 2022$8,532,731
+12.0%
93,448
+1.1%
5.09%
-4.7%
Q3 2022$7,619,000
-2.7%
92,411
+5.1%
5.34%
-2.9%
Q2 2022$7,829,000
-9.6%
87,933
+3.9%
5.50%
+0.9%
Q1 2022$8,663,000
-0.9%
84,606
+1.2%
5.45%
-0.2%
Q4 2021$8,738,000
+6.2%
83,623
+2.4%
5.46%
+4.4%
Q3 2021$8,224,000
-2.1%
81,694
+2.6%
5.24%
-4.0%
Q2 2021$8,397,000
+8.4%
79,647
+3.6%
5.45%
-1.3%
Q1 2021$7,748,000
+29.2%
76,909
+4.3%
5.52%
+14.5%
Q4 2020$5,996,00073,7474.83%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders