TrueWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 129 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,433,629
-2.7%
74,753
+1.8%
1.87%
+0.1%
Q2 2023$4,556,267
+18.7%
73,464
+16.0%
1.87%
+16.1%
Q1 2023$3,838,58063,3221.61%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
WealthPlan Investment Management, LLC 107,919$6,968,3081.12%
WealthPLAN Partners, LLC 137,531$8,880,3880.91%
Capital Investment Advisors, LLC 47,427$3,062,3890.08%
Pacifica Partners Inc. 546$33,7470.02%
View complete list of ISHARES TR shareholders