TPG Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
TPG Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$437,000
-6.4%
3,3990.0%0.27%
-14.4%
Q2 2022$467,000
-11.7%
3,3990.0%0.31%
-2.2%
Q1 2022$529,000
-0.6%
3,3990.0%0.32%
-1.8%
Q4 2021$532,000
+7.7%
3,3990.0%0.33%0.0%
Q3 2021$494,000
-1.6%
3,3990.0%0.33%
-7.4%
Q2 2021$502,000
+0.4%
3,399
-4.0%
0.35%
+0.9%
Q1 2021$500,000
+10.4%
3,5420.0%0.35%
+3.9%
Q4 2020$453,000
+13.8%
3,5420.0%0.34%
-1.2%
Q3 2020$398,000
+3.9%
3,5420.0%0.34%
-0.9%
Q2 2020$383,000
-30.6%
3,542
-38.3%
0.34%
-37.3%
Q1 2020$552,000
-30.4%
5,740
-5.8%
0.55%
-16.4%
Q4 2019$793,000
+9.2%
6,0950.0%0.65%0.0%
Q3 2019$726,000
+0.6%
6,0950.0%0.65%
-1.1%
Q2 2019$722,000
-12.4%
6,095
-15.5%
0.66%
-17.0%
Q1 2019$824,000
+12.9%
7,2140.0%0.80%
+0.5%
Q4 2018$730,0007,2140.79%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders