True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 566 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.

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 Q1 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders