TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 336 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2021
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 2,427,782$61,592,82945.00%
ESL Trust Services, LLC 1,002,384$25,430,4877.99%
Tactive Advisors, LLC 254,510$6,456,9194.93%
CONTINUUM WEALTH ADVISORS, LLC 232,997$5,911,1344.19%
KRAEMATON INVESTMENT ADVISORS, INC 138,395$3,511,0903.86%
Asset Allocation Strategies LLC 282,383$7,164,0493.38%
ORG Partners LLC 796,294$20,184,3823.28%
HF Advisory Group, LLC 122,078$3,097,1122.45%
MATHER GROUP, LLC. 5,980,140$151,716,1592.42%
CLIENT 1ST ADVISORY GROUP, LLC 170,524$4,326,1882.28%
View complete list of ISHARES TR shareholders