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Ishares Tr shares owned by Sterling Financial Group

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Sterling Financial Group from 13F filings

Historical chart of Sterling Financial Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sterling Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sterling Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 1.1M 23.39
2025-06-30 $28M 1.2M 23.23

More positions owned by Sterling Financial Group

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Apple (AAPL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Cigna Corp (CI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sterling Financial Group

Top funds holding Ishares Tr

Morgan Stanley
LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Sterling Financial Group
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Arrow Financial Corp.
Straightline Group
Cowa
Mid-American Wealth Advisory Group
Raymond James Financial
Littlejohn Financial Services
Ruggaard & Associates

View all funds holding Ishares Tr