True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$669,754
-21.7%
2,686
-17.9%
0.08%
-22.3%
Q2 2023$855,824
-23.9%
3,273
-27.2%
0.10%
-27.0%
Q1 2023$1,124,970
-3.8%
4,497
-7.0%
0.14%
-11.3%
Q4 2022$1,169,296
-30.7%
4,834
-37.2%
0.16%
-34.8%
Q3 2022$1,687,000
-3.3%
7,694
-0.2%
0.24%
-7.6%
Q2 2022$1,744,000
-16.4%
7,708
-0.9%
0.26%
-12.6%
Q1 2022$2,087,000
+605.1%
7,779
+643.7%
0.30%
+655.0%
Q4 2021$296,000
+7.6%
1,0460.0%0.04%
+5.3%
Q3 2021$275,000
-2.1%
1,0460.0%0.04%
-7.3%
Q2 2021$281,000
-33.3%
1,046
-35.3%
0.04%
-32.8%
Q1 2021$421,000
-34.3%
1,617
-42.0%
0.06%
-39.0%
Q4 2020$641,0002,7880.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders