True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$411,000
-79.5%
6,746
-77.9%
0.06%
-78.0%
Q4 2021$2,006,000
-2.6%
30,468
-7.2%
0.27%
-5.3%
Q3 2021$2,060,000
-13.6%
32,820
+396.8%
0.28%
-19.1%
Q2 2021$2,385,000
-46.0%
6,606
-50.6%
0.35%
-45.3%
Q1 2021$4,413,000
-3.5%
13,359
-4.4%
0.64%
-10.6%
Q4 2020$4,571,00013,9670.72%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders