True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,619,881
+21.6%
16,091
+21.6%
0.19%
+20.5%
Q2 2023$1,331,637
-17.5%
13,233
-17.5%
0.16%
-20.3%
Q1 2023$1,614,20816,0490.20%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Vigilare Wealth Management 321,756$32,262,52316.61%
Selective Wealth Management, Inc. 138,275$13,875,8706.99%
CHERRYDALE WEALTH MANAGEMENT, LLC 20,197$2,025,1361.06%
B.O.S.S. Retirement Advisors, LLC 35,426$3,566,2940.81%
ST GERMAIN D J CO INC 116,240$11,655,3850.61%
BALDWIN BROTHERS LLC/MA 1,350$135,3650.01%
View complete list of ISHARES TR shareholders