TCG Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
TCG Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$13,942,922
+12.9%
230,576
+4.5%
2.88%
+6.9%
Q4 2022$12,352,016
+22.3%
220,651
+5.5%
2.70%
-11.4%
Q3 2022$10,101,000
-0.3%
209,088
+10.9%
3.04%
-3.7%
Q2 2022$10,129,000
-11.3%
188,485
+5.0%
3.16%
+17.6%
Q1 2022$11,423,000
-18.7%
179,527
-13.7%
2.69%
-17.7%
Q4 2021$14,057,000
+1.4%
208,065
+0.3%
3.27%
-1.0%
Q3 2021$13,866,000
+13.5%
207,519
+14.6%
3.30%
+1.1%
Q2 2021$12,216,000
+23.5%
181,113
+18.3%
3.26%
+11.9%
Q1 2021$9,889,000
+73.3%
153,082
+44.7%
2.92%
+12.3%
Q4 2020$5,707,000105,7642.60%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders