True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$747,827
+13.3%
30,130
+13.3%
0.09%
+12.5%
Q2 2023$659,772
-24.3%
26,593
-24.3%
0.08%
-26.6%
Q1 2023$871,55035,1290.11%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 668,282$16,553,00015.16%
IFG Advisory, LLC 1,355,716$33,581,0003.05%
STUDIO INVESTMENT MANAGEMENT LLC 311,040$7,704,461,0002.77%
Reliant Wealth Planning 259,709$6,432,0002.73%
Richard P Slaughter Associates Inc 254,059$6,293,0002.63%
Campbell Wealth Management 573,542$14,207,0002.05%
SUMMITRY LLC 1,086,953$26,924,0002.03%
Safeguard Financial, LLC 78,270$1,939,0001.80%
OLD SECOND NATIONAL BANK OF AURORA 216,064$5,352,0001.65%
Royal Harbor Partners, LLC 90,477$2,241,0001.53%
View complete list of ISHARES TR shareholders