TFC Financial Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
TFC Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52,324
-3.5%
2,0600.0%0.01%
-7.7%
Q2 2023$54,240
-4.2%
2,0600.0%0.01%
-13.3%
Q1 2023$56,630
+1.2%
2,0600.0%0.02%
-6.2%
Q4 2022$55,950
+21.6%
2,0600.0%0.02%
+6.7%
Q3 2022$46,000
-17.9%
2,0600.0%0.02%
-11.8%
Q2 2022$56,000
-13.8%
2,0600.0%0.02%
-10.5%
Q1 2022$65,000
+1.6%
2,0600.0%0.02%0.0%
Q4 2021$64,000
+1.6%
2,0600.0%0.02%
-9.5%
Q3 2021$63,000
-6.0%
2,0600.0%0.02%
-8.7%
Q2 2021$67,000
+3.1%
2,0600.0%0.02%
-11.5%
Q1 2021$65,000
+6.6%
2,0600.0%0.03%0.0%
Q4 2020$61,000
+19.6%
2,0600.0%0.03%
+4.0%
Q3 2020$51,0002,0600.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders