True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,821,760
-0.4%
246,225
+2.3%
2.14%
-1.1%
Q2 2023$17,885,056
+4.0%
240,617
+1.7%
2.16%
+0.3%
Q1 2023$17,201,549
+36.3%
236,480
+35.1%
2.15%
+25.9%
Q4 2022$12,621,532
+17.8%
175,056
+8.0%
1.71%
+10.2%
Q3 2022$10,718,000
+36.4%
162,146
+44.9%
1.55%
+30.7%
Q2 2022$7,856,000
-5.4%
111,897
+4.5%
1.19%
-1.0%
Q1 2022$8,303,000
+47.2%
107,038
+53.5%
1.20%
+59.4%
Q4 2021$5,642,000
+13.0%
69,735
+2.6%
0.75%
+9.9%
Q3 2021$4,994,000
+6.7%
67,941
+6.9%
0.68%
-0.1%
Q2 2021$4,679,000
+18.7%
63,561
+11.6%
0.69%
+20.1%
Q1 2021$3,941,000
+26.8%
56,961
+24.4%
0.57%
+17.2%
Q4 2020$3,108,00045,7900.49%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders