Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$411,093
-13.0%
8,476
+1.3%
0.24%
-7.5%
Q2 2023$472,465
+8.5%
8,368
+3.8%
0.26%
-1.5%
Q1 2023$435,355
+4.1%
8,065
+1.4%
0.26%0.0%
Q4 2022$418,305
+12.1%
7,957
+0.5%
0.26%
-5.1%
Q3 2022$373,000
-4.8%
7,916
+1.7%
0.27%
-8.7%
Q2 2022$392,000
-4.6%
7,780
+15.3%
0.30%
+7.9%
Q1 2022$411,000
+4.3%
6,746
+12.8%
0.28%
+3.7%
Q4 2021$394,0005,9820.27%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders