TruWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,202,693
+111.0%
10,887
+111.0%
0.10%
+110.2%
Q2 2023$569,922
+15.6%
5,160
+15.6%
0.05%
+8.9%
Q1 2023$493,162
+145.4%
4,463
+144.7%
0.04%
+114.3%
Q1 2022$201,000
-52.0%
1,824
-51.9%
0.02%
-50.0%
Q4 2021$419,000
-6.3%
3,796
-6.3%
0.04%
-16.0%
Q3 2021$447,000
+71.9%
4,050
+72.4%
0.05%
+66.7%
Q2 2021$260,000
-47.4%
2,349
-47.5%
0.03%
-55.2%
Q1 2021$494,000
-52.1%
4,474
-52.0%
0.07%
-56.5%
Q4 2020$1,031,0009,3240.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders