True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 109 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,229,560
-34.4%
16,305
-32.7%
0.15%
-34.8%
Q2 2023$1,874,338
-10.7%
24,210
-17.8%
0.23%
-13.7%
Q1 2023$2,098,821
-10.4%
29,453
-16.6%
0.26%
-17.3%
Q4 2022$2,342,003
-15.4%
35,319
-21.2%
0.32%
-20.7%
Q3 2022$2,768,000
-32.5%
44,819
-27.4%
0.40%
-35.3%
Q2 2022$4,101,000
-15.8%
61,764
+0.4%
0.62%
-11.9%
Q1 2022$4,872,000
-59.5%
61,529
-56.8%
0.70%
-56.1%
Q4 2021$12,016,000
-1.0%
142,415
-11.4%
1.60%
-3.7%
Q3 2021$12,138,000
+0.2%
160,769
-0.3%
1.66%
-6.2%
Q2 2021$12,111,000
+8.4%
161,2840.0%1.78%
+9.6%
Q1 2021$11,175,000
+6.7%
161,2840.0%1.62%
-1.3%
Q4 2020$10,475,000161,2841.64%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,773,801,00027.36%
Bank of Italy 6,282,081$417,067,00017.65%
SWISS RE LTD 409,155$27,164,0005.44%
Northland Capital Management LLC 40,427$2,684,0002.47%
RPg Family Wealth Advisory, LLC 57,774$3,836,0002.29%
55I, LLC 890,868$59,145,0001.66%
One Wealth Advisors, LLC 76,975$5,110,0001.37%
BLUESTEM FINANCIAL ADVISORS, LLC 26,891$1,785,0001.24%
Security Financial Services, INC. 57,198$3,797,0001.21%
First Ascent Asset Management, LLC 86,975$5,774,0001.09%
View complete list of ISHARES TR shareholders