True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

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 Q1 2022
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders