TCG Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
TCG Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$299,000
-1.0%
2,059
+0.6%
0.07%
-12.3%
Q2 2021$302,000
+4.9%
2,047
+0.3%
0.08%
-4.7%
Q1 2021$288,000
+35.8%
2,041
+8.2%
0.08%
-12.4%
Q4 2020$212,0001,8860.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders