TD AMERITRADE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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%
Q2 2023$5
-16.7%
202
-10.2%
0.00%
Q1 2023$6
-14.3%
225
-8.2%
0.00%
Q4 2022$7
-99.9%
2450.0%0.00%
Q3 2022$6,000
-50.0%
245
-42.2%
0.00%
Q2 2022$12,000
-45.5%
424
-31.2%
0.00%
Q1 2022$22,000
-4.3%
616
-0.3%
0.00%
Q4 2021$23,000
-8.0%
618
-22.0%
0.00%
Q3 2021$25,0000.0%792
+22.2%
0.00%
Q2 2021$25,000
-3.8%
648
-11.8%
0.00%
Q1 2021$26,0000.0%7350.0%0.00%
Q4 2020$26,000
+4.0%
735
-7.2%
0.00%
Q3 2020$25,000
-3.8%
792
-5.9%
0.00%
Q2 2020$26,000
-99.7%
842
-99.8%
0.00%
-100.0%
Q1 2020$9,859,000
-19.3%
354,250
+12.4%
0.09%
-2.2%
Q4 2019$12,219,000
+2.5%
315,307
+1.8%
0.09%
-2.1%
Q3 2019$11,920,000
+1.8%
309,590
+0.5%
0.10%0.0%
Q2 2019$11,714,000
-1.4%
308,105
+0.7%
0.10%
-5.0%
Q1 2019$11,885,000
+12.0%
305,911
-0.6%
0.10%
+2.0%
Q4 2018$10,615,000
-11.4%
307,840
-4.9%
0.10%0.0%
Q3 2018$11,977,000
-3.8%
323,867
-1.1%
0.10%
-7.5%
Q2 2018$12,446,000
+1.8%
327,445
+4.4%
0.11%
-20.3%
Q1 2018$12,224,000
+2.5%
313,595
+3.8%
0.13%
-2.2%
Q4 2017$11,931,000
+12.3%
302,063
+8.3%
0.14%
+3.8%
Q3 2017$10,622,000
+4.1%
278,845
+1.2%
0.13%
-3.7%
Q2 2017$10,199,000
+3.4%
275,497
-0.7%
0.14%
-6.2%
Q1 2017$9,859,000
+8.1%
277,559
+2.3%
0.14%
-4.6%
Q4 2016$9,122,000
-54.4%
271,403
-48.5%
0.15%
-55.8%
Q3 2016$19,996,000
+357.9%
527,261
+343.8%
0.34%
+324.7%
Q2 2016$4,367,000
-1.0%
118,812
-1.5%
0.08%
-8.0%
Q1 2016$4,409,000
-0.2%
120,603
-4.1%
0.09%
-3.3%
Q4 2015$4,416,000
-56.1%
125,704
-56.5%
0.09%
-57.9%
Q3 2015$10,066,000
-5.4%
288,845
+1.0%
0.22%
-0.9%
Q2 2015$10,636,000
+4.0%
285,978
+6.7%
0.22%
-0.5%
Q1 2015$10,228,000
+8.1%
268,019
+2.6%
0.22%
+0.9%
Q4 2014$9,464,000
+7.4%
261,232
+8.5%
0.22%
+1.4%
Q3 2014$8,811,000
+10.4%
240,794
+17.8%
0.21%
+5.9%
Q2 2014$7,980,000
-48.4%
204,428
-51.9%
0.20%
-53.2%
Q1 2014$15,463,000
+35.2%
424,582
+38.8%
0.43%
+23.4%
Q4 2013$11,437,000
+43.5%
305,975
+44.3%
0.35%
+29.2%
Q3 2013$7,970,000
+1.0%
212,072
-5.4%
0.27%
-8.1%
Q2 2013$7,891,000224,1060.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CPWM, LLC 213,811$7,625,0000.69%
Lester Murray Antman dba SimplyRich 21,514$767,0000.34%
Schoolcraft Capital LLC 17,269$615,7980.26%
SOA Wealth Advisors, LLC. 19,427$694,0000.19%
ATLAS CAPITAL ADVISORS LLC 20,000$713,200,0000.15%
Equitable Holdings, Inc. 125,333$4,470,0000.10%
Freedom Investment Management, Inc. 19,177$684,0000.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,095$931,0000.07%
Sterling Investment Advisors, Ltd. 3,876$138,0000.05%
ADELL HARRIMAN & CARPENTER INC 9,700$345,902,0000.05%
View complete list of ISHARES TR shareholders