True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2023
NameSharesValueWeighting ↓
First Citizens Asset Management, Inc. 461,697$30,056,48612.49%
Arcadia Wealth Management, LLC 150,379$9,789,6898.12%
Simplicity Wealth,LLC 179,643$11,694,7507.78%
FIRST CITIZENS BANK & TRUST CO 5,685,771$370,143,6927.38%
Mason & Associates Inc 369,511$24,055,1667.36%
Compton Wealth Advisory Group, LLC 197,946$12,886,2964.45%
Horst & Graben Wealth Management LLC 199,285$12,973,0003.22%
Strategic Equity Management 132,001$8,593,2913.06%
TIAA, FSB 7,876,414$512,754,5511.90%
Econ Financial Services Corp 35,540$2,313,6541.75%
View complete list of ISHARES TR shareholders