Sterling Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,755,260
-4.9%
170,384
-1.2%
1.92%
-1.7%
Q2 2023$3,950,637
-1.4%
172,517
+0.7%
1.96%
-10.0%
Q1 2023$4,005,312
+6.7%
171,314
+3.7%
2.17%
-2.9%
Q4 2022$3,752,356
+15.0%
165,157
+15.2%
2.24%
-2.1%
Q3 2022$3,262,000
+19.6%
143,335
+25.6%
2.29%
+19.2%
Q2 2022$2,728,000
+281.0%
114,141
+297.2%
1.92%
+325.3%
Q1 2022$716,000
-6.4%
28,737
+0.2%
0.45%
-5.6%
Q4 2021$765,000
+142.9%
28,682
+141.5%
0.48%
+137.8%
Q3 2021$315,000
+21.2%
11,877
+21.6%
0.20%
+18.9%
Q2 2021$260,000
+900.0%
9,770
+866.4%
0.17%
+789.5%
Q1 2021$26,0001,0110.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders