TruWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,074,688
-92.0%
42,777
-90.7%
0.18%
-92.0%
Q2 2023$25,973,255
+6.1%
460,029
+1.4%
2.23%
-0.6%
Q1 2023$24,486,519
+6.7%
453,622
+3.9%
2.24%
+0.2%
Q4 2022$22,943,800
+18.8%
436,443
+6.6%
2.24%
+9.6%
Q3 2022$19,314,000
-2.1%
409,376
+4.7%
2.04%
-3.3%
Q2 2022$19,722,000
-13.0%
390,997
+5.2%
2.11%
-10.3%
Q1 2022$22,656,000
-5.0%
371,658
+2.6%
2.36%
-2.4%
Q4 2021$23,849,000
+7.5%
362,177
+2.5%
2.42%
-2.4%
Q3 2021$22,184,000
+7.0%
353,363
+515.5%
2.47%
+1.8%
Q2 2021$20,729,000
+14.7%
57,415
+5.0%
2.43%
-0.9%
Q1 2021$18,071,000
+8.2%
54,702
+7.2%
2.45%
-1.6%
Q4 2020$16,706,00051,0422.49%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders