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 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders