TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$233,923
-46.2%
10,614
-44.1%
0.10%
-44.4%
Q2 2023$434,483
+2.2%
18,973
+4.4%
0.18%0.0%
Q1 2023$425,043
+11.0%
18,180
+7.9%
0.18%
+6.6%
Q4 2022$382,886
-56.1%
16,852
-56.0%
0.17%
-59.6%
Q3 2022$872,000
+20.1%
38,330
+26.1%
0.41%
+22.2%
Q2 2022$726,000
-7.8%
30,391
+3.0%
0.34%
-4.2%
Q1 2022$787,0000.0%29,4930.0%0.35%0.0%
Q4 2021$787,000
+16.2%
29,493
+15.7%
0.35%
-7.3%
Q3 2021$677,000
-7.0%
25,500
-6.9%
0.38%
-10.4%
Q2 2021$728,000
+16.5%
27,382
+15.7%
0.42%
+4.7%
Q1 2021$625,00023,6690.41%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders