True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders