True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

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 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders