True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$896,746
-3.1%
13,7180.0%0.11%
-3.6%
Q2 2023$925,142
-30.5%
13,718
-32.9%
0.11%
-32.9%
Q1 2023$1,331,295
-7.1%
20,450
-7.3%
0.17%
-13.9%
Q4 2022$1,432,848
+12.6%
22,0540.0%0.19%
+5.4%
Q3 2022$1,273,00022,0540.18%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,392,944$253,517,0008.32%
Mason & Associates Inc 382,817$22,092,0007.82%
Compton Wealth Advisory Group, LLC 180,256$10,403,0004.42%
Horst & Graben Wealth Management LLC 245,534$14,170,0004.02%
Strategic Equity Management 131,934$7,614,0003.15%
TIAA, FSB 7,564,695$436,559,0001.87%
Peterson Financial Group, Inc. 22,739$1,312,0001.10%
Global Wealth Management Investment Advisory, Inc. 52,219$3,014,0001.07%
9258 Wealth Management, LLC 68,182$3,935,0001.01%
BRYN MAWR TRUST Co 338,429$19,531,0000.95%
View complete list of ISHARES TR shareholders