Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,922
-6.7%
2,809
-3.1%
0.12%
-0.9%
Q2 2023$217,425
+3.6%
2,899
-1.2%
0.12%
-6.4%
Q1 2023$209,882
+2.4%
2,935
-2.2%
0.12%
-1.6%
Q4 2022$204,900
-18.7%
3,000
-25.0%
0.13%
-31.0%
Q3 2022$252,000
-6.0%
4,000
-4.8%
0.18%
-10.2%
Q2 2022$268,000
-18.5%
4,201
-1.2%
0.20%
-7.7%
Q1 2022$329,000
-8.4%
4,253
+1.0%
0.22%
-8.6%
Q4 2021$359,0004,2110.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders