True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 574 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

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 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 9,848,623$224,253,14656.62%
Morningstar Investment Management LLC 7,496,170$170,68818.51%
Hoese & Co LLP 792,249$17,936,40416.37%
Fund Evaluation Group, LLC 10,748,080$244,73415.32%
Crane Advisory, LLC 3,306,537$74,595,47515.04%
Nationwide Fund Advisors 5,497,558$125,179,39613.56%
Heirloom Wealth Management 1,506,280$34,297,99611.68%
Cook Wealth, LLC 789,408$17,548,54010.55%
PRAIRIEVIEW WEALTH PARTNERS, LLC 482,501$10,986,5489.97%
SYM FINANCIAL Corp 2,650,947$60,362,0549.96%
View complete list of ISHARES TR shareholders