Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. 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$532,145
+2.6%
13,818
+0.7%
0.30%
+8.9%
Q2 2023$518,904
+6.2%
13,720
+2.0%
0.28%
-3.4%
Q1 2023$488,738
+12.5%
13,445
+2.2%
0.29%
+8.2%
Q4 2022$434,323
-2.4%
13,153
+0.4%
0.27%
-17.5%
Q3 2022$445,000
-1.8%
13,106
+1.4%
0.32%
-6.1%
Q2 2022$453,000
-17.3%
12,931
+0.7%
0.35%
-6.2%
Q1 2022$548,000
-0.9%
12,840
+3.7%
0.37%
-1.6%
Q4 2021$553,00012,3860.38%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders