Sterling Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders