Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 541 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$215,487
-3.1%
1,0740.0%0.12%
+2.5%
Q2 2023$222,382
+10.7%
1,0740.0%0.12%
+0.8%
Q1 2023$200,881
-10.3%
1,0740.0%0.12%
-21.2%
Q1 2022$224,000
-4.7%
1,0740.0%0.15%
-5.0%
Q4 2021$235,0001,0740.16%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders