Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 8,461$2,230,0002.20%
Bouchey Financial Group Ltd 81,652$4,614,0001.22%
MIRSKY FINANCIAL MANAGEMENT CORP. 30,018$1,696,0001.20%
ARROW FINANCIAL CORP 71,626$4,048,0000.96%
CAPRIN ASSET MANAGEMENT LLC /ADV 20,756$1,173,0000.92%
Bell Rock Capital LLC 7,447$421,0000.65%
AllSquare Wealth Management LLC 11,934$674,0000.59%
Blue Zone Wealth Advisors, LLC 6,555$370,0000.35%
Biltmore Family Office, LLC 7,125$403,0000.26%
W.G. Shaheen & Associates DBA Whitney & Co 18,754$1,060,0000.26%
View complete list of ISHARES TR shareholders