Sterling Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$239,238
-11.8%
4,933
+2.7%
0.12%
-8.2%
Q2 2023$271,163
+4.6%
4,803
+0.0%
0.13%
-5.0%
Q1 2023$259,140
+2.7%
4,801
+0.0%
0.14%
-6.6%
Q4 2022$252,326
+11.6%
4,800
+0.2%
0.15%
-4.4%
Q3 2022$226,000
-6.6%
4,7920.0%0.16%
-7.1%
Q2 2022$242,000
-17.1%
4,792
+0.1%
0.17%
-7.6%
Q1 2022$292,000
-7.3%
4,789
+0.0%
0.18%
-6.6%
Q4 2021$315,000
+5.0%
4,788
+0.1%
0.20%
+3.1%
Q3 2021$300,000
+1.7%
4,783
+486.2%
0.19%
-0.5%
Q2 2021$295,000
+9.7%
816
+0.1%
0.19%0.0%
Q1 2021$269,000
-26.1%
815
-26.7%
0.19%
-34.5%
Q4 2020$364,0001,1120.29%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders