True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders