TLH — ISHARES TR

Ownership history in FINANCIAL LIFE ADVISORS  ·  9 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL LIFE ADVISORS reported a position in ISHARES TR (TLH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.37% (2024 Q3)
Avg. % of fund
2.64%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,848 +4,941 +24.8% 0.78% $2.5M $100.96
2025 Q3 REDUCED 19,907 -798 -3.9% 0.66% $2.1M $100.84
2025 Q2 REDUCED 20,705 -20,052 -49.2% 0.72% $2.1M $98.39
2025 Q1 REDUCED 40,757 -67,423 -62.3% 1.58% $4.2M $99.42
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLH price (monthly, adj. close)

Other funds also holding TLH

As of 2025 Q4 — sorted by position size

Forum Financial Management, LP 3Y 11.24% RS CRUM INC. 3Y 6.4% Watchman Group, Inc. 3Y 6.28% Veltria Advisors Corp. 3Y 5.67% Bedminster, LLC 4.32% Cerity Partners OCIO LLC 3Y 7Y 4.03% High Falls Advisors, Inc 3Y 7Y 3.55% Commonwealth Financial Services, LLC 3Y 7Y 3.5% Evergreen Private Wealth LLC 3.27% Kelly Financial Services LLC 3.23%
← Back to FINANCIAL LIFE ADVISORS Holdings