True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 49.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$583,052
-5.3%
26,0990.0%0.07%
-5.4%
Q2 2023$615,936
+8.1%
26,0990.0%0.07%
+4.2%
Q1 2023$570,002
-3.7%
26,0990.0%0.07%
-11.2%
Q4 2022$592,186
+8.3%
26,0990.0%0.08%
+1.3%
Q3 2022$547,000
-21.6%
26,0990.0%0.08%
-25.5%
Q2 2022$698,000
-18.2%
26,0990.0%0.11%
-13.8%
Q1 2022$853,000
-5.3%
26,0990.0%0.12%
+2.5%
Q4 2021$901,000
-4.8%
26,099
-0.2%
0.12%
-7.7%
Q3 2021$946,000
-6.2%
26,155
-3.8%
0.13%
-12.2%
Q2 2021$1,009,000
+5.2%
27,195
-0.1%
0.15%
+6.5%
Q1 2021$959,000
+10.6%
27,2100.0%0.14%
+2.2%
Q4 2020$867,00027,2100.14%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders