TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$215,000
-59.7%
8,740
-50.9%
0.10%
-58.3%
Q1 2022$534,0000.0%17,8180.0%0.24%0.0%
Q4 2021$534,000
+102.3%
17,818
+103.2%
0.24%
+61.1%
Q3 2021$264,0008,7670.15%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders