True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,254,231
-1.6%
25,712
-0.6%
0.15%
-2.6%
Q2 2023$1,274,738
+0.7%
25,8620.0%0.15%
-3.1%
Q1 2023$1,265,945
+2.9%
25,8620.0%0.16%
-4.8%
Q4 2022$1,229,738
-15.2%
25,862
-13.8%
0.17%
-20.5%
Q3 2022$1,450,000
+0.8%
29,999
+3.9%
0.21%
-3.2%
Q2 2022$1,438,000
-4.5%
28,8620.0%0.22%
-0.5%
Q1 2022$1,505,000
-4.4%
28,8620.0%0.22%
+3.8%
Q4 2021$1,574,000
-1.4%
28,862
-0.5%
0.21%
-4.1%
Q3 2021$1,596,000
+14.2%
29,012
+14.3%
0.22%
+6.8%
Q2 2021$1,398,000
+10.2%
25,376
+9.7%
0.20%
+11.4%
Q1 2021$1,269,000
+2.0%
23,125
+4.5%
0.18%
-5.6%
Q4 2020$1,244,00022,1250.20%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders