TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 470 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$274,0000.0%2,5020.0%0.12%0.0%
Q4 2021$274,000
-10.2%
2,502
-17.3%
0.12%
-28.5%
Q3 2021$305,000
-2.9%
3,026
+1.3%
0.17%
-6.0%
Q2 2021$314,000
+26.6%
2,986
+23.7%
0.18%
+13.7%
Q1 2021$248,0002,4140.16%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Mason Investment Advisory Services, Inc. 4,489,243$464,457,11228.76%
Stonehearth Capital Management, LLC 348,902$36,097,36815.46%
Spider Management Company, LLC 310,315$32,105,19014.12%
Matson Money. Inc. 3,699,472$382,747,37312.73%
Wharton Business Group, LLC 1,116,091$115,4715.96%
SYNTAX RESEARCH, INC. 71,526$7,400,1285.85%
CFO4Life Group, LLC 262,268$27,134,2045.10%
Kathmere Capital Management, LLC 425,675$44,040,3484.66%
Wolf Group Capital Advisors 89,709$9,281,3253.66%
Addison Advisors LLC 104,191$10,779,6013.48%
View complete list of ISHARES TR shareholders