TCG Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
TCG Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$436,087
-15.6%
21,429
-3.2%
0.07%
-23.3%
Q2 2023$516,810
+6.9%
22,130
+6.5%
0.09%
-14.0%
Q1 2023$483,539
-16.8%
20,780
-10.0%
0.10%
-21.3%
Q4 2022$581,111
-10.3%
23,087
-5.9%
0.13%
-34.9%
Q3 2022$648,000
-11.5%
24,545
-3.2%
0.20%
-14.5%
Q2 2022$732,000
-25.1%
25,344
-10.6%
0.23%
-0.9%
Q1 2022$977,000
-36.8%
28,356
-19.7%
0.23%
-35.9%
Q4 2021$1,547,000
-14.3%
35,319
-0.8%
0.36%
-16.5%
Q3 2021$1,806,000
+17.6%
35,621
+20.7%
0.43%
+4.9%
Q2 2021$1,536,000
+28.3%
29,516
+12.7%
0.41%
+16.1%
Q1 2021$1,197,000
+139.4%
26,179
+103.9%
0.35%
+54.8%
Q4 2020$500,00012,8380.23%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders