True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$325,641
-3.8%
14,7750.0%0.04%
-4.9%
Q2 2023$338,348
-2.1%
14,7750.0%0.04%
-4.7%
Q1 2023$345,440
+2.9%
14,7750.0%0.04%
-6.5%
Q4 2022$335,688
-0.1%
14,7750.0%0.05%
-6.1%
Q3 2022$336,000
-10.9%
14,775
-6.4%
0.05%
-14.0%
Q2 2022$377,000
+2.4%
15,783
+6.8%
0.06%
+7.5%
Q1 2022$368,000
-75.0%
14,775
-73.2%
0.05%
-73.0%
Q4 2021$1,470,000
+0.5%
55,103
-0.0%
0.20%
-2.5%
Q3 2021$1,462,000
+19.8%
55,115
+20.2%
0.20%
+12.3%
Q2 2021$1,220,000
+1.1%
45,865
-0.5%
0.18%
+2.3%
Q1 2021$1,207,000
+384.7%
46,092
+405.1%
0.18%
+348.7%
Q4 2020$249,0009,1250.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders