TCG Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.

Quarter-by-quarter ownership
TCG Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$269,783
+33.6%
3,727
+48.9%
0.04%
-12.8%
Q4 2021$202,000
-82.4%
2,503
-83.9%
0.05%
-84.6%
Q2 2021$1,147,000
-76.2%
15,578
-77.7%
0.31%
-78.5%
Q1 2021$4,827,000
-21.9%
69,768
-28.0%
1.42%
-49.4%
Q4 2020$6,177,00096,9292.81%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Advisors, LLC 959,675$77,638,00023.66%
Wealth Advisors of Iowa, LLC 476,499$38,549,00021.08%
Halpern Financial, Inc. 604,591$48,911,38220.93%
Personal Wealth Partners 560,612$45,354,00018.72%
Cassia Capital Partners, LLC 324,120$26,221,00017.61%
Legacy Financial Advisors, Inc. 903,009$73,053,00016.76%
Tillar-Wenstrup Advisors, LLC 404,653$32,736,00015.42%
Syverson Strege & Co 228,693$18,501,00013.71%
IRONWOOD WEALTH MANAGEMENT, INC. 242,184$19,593,00013.71%
AGILIS PARTNERS LLC 320,613$25,938,00012.98%
View complete list of ISHARES TR shareholders