TD AMERITRADE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
TD AMERITRADE INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2023$738
-3.3%
7,763
-4.9%
0.01%0.0%
Q1 2023$763
-8.0%
8,161
-10.1%
0.01%0.0%
Q4 2022$829
-99.9%
9,081
-11.0%
0.01%0.0%
Q3 2022$842,000
-6.8%
10,208
+0.7%
0.01%0.0%
Q2 2022$903,000
-15.4%
10,137
-2.8%
0.01%0.0%
Q1 2022$1,068,000
-5.6%
10,432
-3.6%
0.01%0.0%
Q4 2021$1,131,000
-1.6%
10,825
+15.4%
0.01%
-11.1%
Q3 2021$1,149,000
+0.7%
9,384
-13.3%
0.01%
+12.5%
Q2 2021$1,141,000
-11.0%
10,821
-31.4%
0.01%
-20.0%
Q1 2021$1,282,0000.0%15,7680.0%0.01%0.0%
Q4 2020$1,282,000
+11.6%
15,768
+68.0%
0.01%
+11.1%
Q3 2020$1,149,000
+4.3%
9,384
+2.6%
0.01%0.0%
Q2 2020$1,102,000
+12.8%
9,148
-6.5%
0.01%0.0%
Q1 2020$977,000
-21.4%
9,783
+26.6%
0.01%0.0%
Q4 2019$1,243,000
+8.5%
7,728
+1.3%
0.01%0.0%
Q3 2019$1,146,000
+1.0%
7,632
-0.1%
0.01%0.0%
Q2 2019$1,135,000
+3.5%
7,639
+2.7%
0.01%0.0%
Q1 2019$1,097,000
+11.0%
7,438
-0.7%
0.01%0.0%
Q4 2018$988,000
-23.4%
7,492
-2.9%
0.01%
-18.2%
Q3 2018$1,289,000
+16.2%
7,719
+13.7%
0.01%
+22.2%
Q2 2018$1,109,000
+3.1%
6,791
-4.8%
0.01%
-25.0%
Q1 2018$1,076,000
-0.6%
7,135
+1.2%
0.01%0.0%
Q4 2017$1,083,000
+2.3%
7,049
-1.3%
0.01%
-7.7%
Q3 2017$1,059,000
+5.1%
7,141
-0.9%
0.01%0.0%
Q2 2017$1,008,000
-37.6%
7,206
-38.1%
0.01%
-45.8%
Q1 2017$1,615,000
-1.2%
11,646
-0.2%
0.02%
-11.1%
Q4 2016$1,634,000
+10.9%
11,671
-1.1%
0.03%
+8.0%
Q3 2016$1,473,000
+5.9%
11,799
-0.9%
0.02%
-3.8%
Q2 2016$1,391,000
+53.2%
11,910
+48.7%
0.03%
+44.4%
Q1 2016$908,000
+1.8%
8,009
-2.9%
0.02%0.0%
Q4 2015$892,000
+2.3%
8,245
-1.0%
0.02%
-5.3%
Q3 2015$872,000
-11.1%
8,325
-0.1%
0.02%
-5.0%
Q2 2015$981,000
-1.0%
8,331
-0.0%
0.02%
-4.8%
Q1 2015$991,000
+0.3%
8,332
-0.5%
0.02%
-8.7%
Q4 2014$988,000
+9.1%
8,376
-0.8%
0.02%
+4.5%
Q3 2014$906,000
-6.5%
8,447
+0.6%
0.02%
-12.0%
Q2 2014$969,0000.0%8,394
-1.8%
0.02%
-7.4%
Q1 2014$969,000
+1.6%
8,545
-0.4%
0.03%
-6.9%
Q4 2013$954,000
+7.7%
8,579
-1.0%
0.03%
-3.3%
Q3 2013$886,000
+10.2%
8,669
+0.8%
0.03%0.0%
Q2 2013$804,0008,6020.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders