Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$829,186
+74.7%
16,249
+82.3%
0.48%
+85.5%
Q2 2023$474,600
-28.5%
8,911
-28.2%
0.26%
-35.2%
Q1 2023$664,166
-66.2%
12,412
-66.9%
0.40%
-67.5%
Q4 2022$1,964,843
+81.4%
37,497
+75.1%
1.21%
+53.5%
Q3 2022$1,083,000
+151.9%
21,413
+171.4%
0.79%
+172.8%
Q1 2022$430,0007,8900.29%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 82,725$4,426,6151.43%
James J. Burns & Company, LLC 99,606$5,3301.37%
NBT BANK N A /NY 169,770$9,084,3931.33%
Israel Discount Bank of New York 26,410$1,413,1991.06%
Conrad Siegel Investment Advisors, Inc. 19,482$1,042,5020.92%
ETFIDEA, LLC 37,315$1,996,7260.87%
Level Financial Advisors 23,200$1,241,4320.74%
MYECFO, LLC 17,390$930,5390.70%
ARROW FINANCIAL CORP 84,139$4,502,2780.59%
ALESCO ADVISORS LLC 253,821$13,581,9620.50%
View complete list of ISHARES TR shareholders