Sterling Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
AMARILLO NATIONAL BANK 136,735$5,837,0001.13%
LVM CAPITAL MANAGEMENT LTD/MI 194,126$8,287,0001.10%
RETIREMENT CAPITAL STRATEGIES 59,735$2,509,0001.01%
Trinity Legacy Partners, LLC 65,164$2,782,0000.94%
Sierra Capital LLC 117,113$5,000,0000.79%
ALTERNA WEALTH MANAGEMENT, INC 20,842$890,0000.75%
Purus Wealth Management, LLC 18,383$785,0000.54%
Wharton Business Group, LLC 189,076$8,072,0000.49%
Wealthcare Advisory Partners LLC 173,859$7,422,0000.45%
WealthOne, LLC 27,739$1,184,0000.42%
View complete list of ISHARES TR shareholders