TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 574 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$262,060
+3.9%
11,611
+4.8%
0.10%0.0%
Q1 2024$252,218
+3.2%
11,077
+4.5%
0.10%
+2.1%
Q4 2023$244,288
+4.4%
10,603
-0.1%
0.10%
-4.0%
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 Q3 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 9,848,623$224,253,14656.62%
Morningstar Investment Management LLC 7,496,170$170,68818.51%
Hoese & Co LLP 792,249$17,936,40416.37%
Fund Evaluation Group, LLC 10,748,080$244,73415.32%
Crane Advisory, LLC 3,306,537$74,595,47515.04%
Nationwide Fund Advisors 5,497,558$125,179,39613.56%
Heirloom Wealth Management 1,506,280$34,297,99611.68%
Cook Wealth, LLC 789,408$17,548,54010.55%
PRAIRIEVIEW WEALTH PARTNERS, LLC 482,501$10,986,5489.97%
SYM FINANCIAL Corp 2,650,947$60,362,0549.96%
View complete list of ISHARES TR shareholders