True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 33 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Investment Advisory Group, LLC 7,289$620,2010.36%
Sterneck Capital Management, LLC 4,612$392,4240.25%
True Link Financial Advisors, LLC 21,792$1,854,2270.23%
SAGE FINANCIAL GROUP INC 7,103$604,3770.07%
OPTIMUM INVESTMENT ADVISORS 1,000$85,0880.04%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,685$398,6640.04%
Avantax Planning Partners, Inc. 9,522$810,2030.03%
Steward Partners Investment Advisory, LLC 18,786$1,598,4540.03%
STEPHENS INC /AR/ 4,995$425,0120.01%
Cetera Advisors LLC 4,154$353,4530.01%
View complete list of ISHARES TR shareholders