True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$657,000
-12.0%
30,8800.0%0.10%
-15.9%
Q2 2022$747,000
-17.2%
30,8800.0%0.11%
-13.1%
Q1 2022$902,000
-4.6%
30,8800.0%0.13%
+3.2%
Q4 2021$945,000
+11.7%
30,8800.0%0.13%
+8.6%
Q3 2021$846,000
-1.2%
30,8800.0%0.12%
-7.9%
Q2 2021$856,000
+8.8%
30,8800.0%0.13%
+10.5%
Q1 2021$787,000
+6.5%
30,8800.0%0.11%
-1.7%
Q4 2020$739,00030,8800.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 732,533$19,536,0004.88%
SigFig Wealth Management, LLC 1,006,455$26,842,0004.18%
Lester Murray Antman dba SimplyRich 282,855$7,544,0004.17%
Riverview Trust Co 207,962$5,546,0003.90%
Larson Financial Group LLC 191,641$5,111,0003.80%
Boston Standard Wealth Management, LLC 265,948$7,189,000,0003.52%
OptiFour Integrated Wealth Management, LLC 181,865$4,850,0003.39%
MFA WEALTH ADVISORS, LLC 148,315$3,956,0002.98%
ERn Financial, LLC 134,491$3,587,0002.70%
CAMG Solamere Management, LLC 159,868$4,268,0001.95%
View complete list of ISHARES TR shareholders