TCG Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TCG Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$885,305
-10.3%
23,805
-1.3%
0.13%
-18.3%
Q2 2023$986,815
+9.5%
24,122
+2.7%
0.16%
-11.8%
Q1 2023$901,437
+6.7%
23,499
-5.9%
0.19%
+0.5%
Q4 2022$845,147
-2.1%
24,982
-3.3%
0.18%
-28.8%
Q3 2022$863,000
-8.3%
25,822
+1.0%
0.26%
-11.6%
Q2 2022$941,000
-30.6%
25,571
-12.4%
0.29%
-7.8%
Q1 2022$1,356,000
-29.6%
29,202
-17.8%
0.32%
-28.8%
Q4 2021$1,927,000
+6.1%
35,533
-5.9%
0.45%
+3.7%
Q3 2021$1,817,000
+13.8%
37,749
+17.5%
0.43%
+1.2%
Q2 2021$1,597,000
+19.3%
32,139
+10.7%
0.43%
+8.1%
Q1 2021$1,339,000
+145.2%
29,031
+78.1%
0.40%
+58.6%
Q4 2020$546,00016,3030.25%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders