True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,041,329
-1.5%
21,062
-0.8%
0.24%
-2.0%
Q2 2023$2,072,731
-1.6%
21,2370.0%0.25%
-5.3%
Q1 2023$2,107,348
+2.3%
21,2370.0%0.26%
-5.4%
Q4 2022$2,059,140
-2.8%
21,237
-3.7%
0.28%
-9.1%
Q3 2022$2,119,000
-1.6%
22,052
+3.8%
0.31%
-5.8%
Q2 2022$2,154,000
-3.4%
21,2370.0%0.33%
+1.2%
Q1 2022$2,229,000
-0.9%
21,2370.0%0.32%
+7.3%
Q4 2021$2,249,000
+0.3%
21,2370.0%0.30%
-2.6%
Q3 2021$2,243,000
+5.5%
21,237
+6.1%
0.31%
-1.3%
Q2 2021$2,127,000
+13.3%
20,012
+12.7%
0.31%
+14.7%
Q1 2021$1,878,000
+8.9%
17,762
+7.6%
0.27%
+0.7%
Q4 2020$1,724,00016,5120.27%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders