Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,533
+1.6%
847
-5.0%
0.11%
-7.5%
Q1 2023$202,323
-16.2%
892
-20.7%
0.12%
-19.5%
Q4 2022$241,3351,1250.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Price Capital Management, Inc. 5,000$1,294,00024.14%
Bronte Capital Management Pty Ltd. 550,200$140,714,00011.82%
VAUGHAN & Co SECURITIES, INC. 65,085$16,645,00011.51%
BARINGS LLC 1,365,650$349,265,00010.51%
COLUMBIA ADVISORY PARTNERS LLC 32,468$8,304,0008.33%
Stone Asset Management Inc. 56,778$14,521,0008.10%
Powell Investment Advisors, LLC 46,785$11,965,0006.96%
Cohen Klingenstein LLC 589,833$150,850,0006.26%
FIFTH THIRD SECURITIES, INC. 7,544$1,929,0005.75%
Hillcrest Wealth Advisors - NY, LLC 39,652$10,141,0005.62%
View complete list of ISHARES TR shareholders