TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,096
-14.8%
3,464
-9.2%
0.13%
-12.8%
Q2 2023$362,713
+1.7%
3,814
+0.0%
0.15%
-0.7%
Q1 2023$356,823
+2.5%
3,813
+0.1%
0.15%
-1.3%
Q4 2022$347,958
+2.6%
3,811
-7.3%
0.15%
-5.6%
Q3 2022$339,000
-55.2%
4,112
-51.6%
0.16%
-54.3%
Q2 2022$756,000
+1.3%
8,492
+18.9%
0.35%
+5.1%
Q1 2022$746,0000.0%7,1400.0%0.34%0.0%
Q4 2021$746,000
+106.1%
7,140
+98.4%
0.34%
+64.2%
Q3 2021$362,000
+4.6%
3,599
+9.7%
0.20%
+1.0%
Q2 2021$346,000
+6.5%
3,2820.0%0.20%
-4.3%
Q1 2021$325,000
+13.6%
3,2820.0%0.21%
-14.2%
Q4 2020$286,0003,2820.25%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders