True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$200,923
-6.2%
2,2520.0%0.02%
-7.7%
Q2 2023$214,143
+1.6%
2,2520.0%0.03%0.0%
Q1 2023$210,765
+2.5%
2,2520.0%0.03%
-7.1%
Q4 2022$205,630
-81.9%
2,252
-82.4%
0.03%
-83.7%
Q2 2022$1,137,000
+371.8%
12,768
+441.5%
0.17%
+391.4%
Q1 2022$241,000
-90.8%
2,358
-87.5%
0.04%
-89.9%
Q4 2021$2,611,000
-3.8%
18,813
-9.8%
0.35%
-6.5%
Q3 2021$2,713,000
-2.0%
20,8640.0%0.37%
-8.4%
Q2 2021$2,767,000
+3.4%
20,8640.0%0.41%
+4.6%
Q1 2021$2,675,000
+10.7%
20,864
-1.4%
0.39%
+2.4%
Q4 2020$2,417,00021,1700.38%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders