TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$239,023
-45.7%
885
-43.7%
0.10%
-44.2%
Q2 2023$440,288
-72.2%
1,571
-72.9%
0.18%
-72.7%
Q1 2023$1,583,386
-22.9%
5,799
-19.9%
0.66%
-26.1%
Q4 2022$2,054,949
+3.3%
7,243
-7.9%
0.90%
-4.6%
Q3 2022$1,989,000
-6.6%
7,862
-0.7%
0.94%
-4.8%
Q2 2022$2,129,000
-26.2%
7,916
-17.6%
0.99%
-23.6%
Q1 2022$2,886,0000.0%9,6080.0%1.30%0.0%
Q4 2021$2,886,000
+10.0%
9,608
+1.1%
1.30%
-12.3%
Q3 2021$2,623,000
-7.8%
9,506
-8.9%
1.48%
-11.1%
Q2 2021$2,846,000
+16.1%
10,430
+12.1%
1.66%
+4.3%
Q1 2021$2,452,000
+85.8%
9,301
+80.2%
1.59%
+40.5%
Q4 2020$1,320,0005,1611.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders