True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 38 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,800,143
-1.8%
21,7920.0%0.22%
-2.3%
Q2 2023$1,832,670
-1.2%
21,7920.0%0.22%
-4.7%
Q1 2023$1,854,227
+2.0%
21,7920.0%0.23%
-6.1%
Q4 2022$1,818,542
+1.8%
21,7920.0%0.25%
-4.6%
Q3 2022$1,786,000
-4.5%
21,7920.0%0.26%
-8.5%
Q2 2022$1,871,000
-7.3%
21,7920.0%0.28%
-3.1%
Q1 2022$2,019,000
-7.0%
21,7920.0%0.29%
+0.7%
Q4 2021$2,171,000
-0.8%
21,792
-0.1%
0.29%
-3.3%
Q3 2021$2,188,000
-0.3%
21,8120.0%0.30%
-6.8%
Q2 2021$2,195,000
+0.8%
21,8120.0%0.32%
+1.9%
Q1 2021$2,177,000
-2.7%
21,8120.0%0.32%
-10.0%
Q4 2020$2,238,00021,8120.35%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 176,008$17,075,00011.22%
Fluent Financial, LLC 43,031$4,175,0002.76%
CWM, LLC 288,838$28,021,0000.92%
First Capital Advisors Group, LLC. 9,420$914,0000.61%
Ruggie Capital Group 8,805$854,0000.43%
CABOT WEALTH MANAGEMENT INC 5,268$511,0000.11%
Mutual Advisors, LLC 2,341$227,0000.05%
Cornerstone Wealth Management, LLC 379,257$3,922,0000.04%
Elmwood Wealth Management, Inc. 423$41,037,0000.04%
Stratos Wealth Partners, LTD. 7,062$685,0000.03%
View complete list of ISHARES TR shareholders