True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$55,000
+7.8%
3490.0%0.01%0.0%
Q3 2021$51,000
-1.9%
3490.0%0.01%
-12.5%
Q2 2021$52,000
+6.1%
3490.0%0.01%
+14.3%
Q1 2021$49,000
+8.9%
3490.0%0.01%0.0%
Q4 2020$45,0003490.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 416,733$63,243,40123.53%
LPWM LLC 249,212$37,820,40518.18%
Foundation Wealth Management, LLC 106,963$16,232,67816.71%
Halpern Financial, Inc. 272,735$41,390,26914.88%
MMA ASSET MANAGEMENT LLC 124,393$18,877,87213.50%
Praetorian Wealth Management, Inc. 253,861$38,525,94512.52%
Powell Investment Advisors, LLC 145,268$22,045,87012.27%
FINANCIAL LIFE ADVISORS 175,008$26,559,18911.42%
Frank, Rimerman Advisors LLC 269,955$40,968,37111.32%
INSTRUMENTAL WEALTH, LLC 54,666$8,253,51810.90%
View complete list of ISHARES TR shareholders