TD AMERITRADE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

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$5,328
+4.9%
48,748
+0.3%
0.06%
+9.6%
Q1 2023$5,079
-3.7%
48,597
-0.6%
0.05%
-1.9%
Q4 2022$5,273
-99.9%
48,906
-2.9%
0.05%
+1.9%
Q3 2022$5,208,000
-4.6%
50,369
-4.1%
0.05%
+8.3%
Q2 2022$5,461,000
-16.6%
52,530
+3.3%
0.05%
-2.0%
Q1 2022$6,551,000
+1.0%
50,839
+9.6%
0.05%
+8.9%
Q4 2021$6,484,000
+10.5%
46,406
-28.5%
0.04%
-6.2%
Q3 2021$5,869,000
-15.9%
64,874
+41.9%
0.05%
-4.0%
Q2 2021$6,977,000
+5.2%
45,724
-18.2%
0.05%0.0%
Q1 2021$6,631,0000.0%55,8890.0%0.05%0.0%
Q4 2020$6,631,000
+13.0%
55,889
-13.8%
0.05%
+4.2%
Q3 2020$5,869,000
-2.5%
64,874
-6.0%
0.05%
-4.0%
Q2 2020$6,020,000
+22.7%
68,982
-5.7%
0.05%
+11.1%
Q1 2020$4,906,000
-22.2%
73,188
+15.4%
0.04%
-6.2%
Q4 2019$6,309,000
+14.4%
63,418
+1.4%
0.05%
+9.1%
Q3 2019$5,513,000
-5.0%
62,545
+0.5%
0.04%
-6.4%
Q2 2019$5,802,000
-3.4%
62,259
-3.8%
0.05%
-6.0%
Q1 2019$6,005,000
+18.1%
64,742
+5.0%
0.05%
+6.4%
Q4 2018$5,083,000
-26.3%
61,648
-4.9%
0.05%
-16.1%
Q3 2018$6,893,000
-0.4%
64,843
-1.0%
0.06%
-5.1%
Q2 2018$6,919,000
+13.7%
65,503
+3.4%
0.06%
-10.6%
Q1 2018$6,083,000
+4.2%
63,327
+3.8%
0.07%
-1.5%
Q4 2017$5,840,000
-0.6%
61,013
-1.9%
0.07%
-8.2%
Q3 2017$5,873,000
+13.0%
62,185
+6.4%
0.07%
+4.3%
Q2 2017$5,197,000
+2.8%
58,443
-1.0%
0.07%
-5.4%
Q1 2017$5,057,000
+10.9%
59,042
+11.2%
0.07%
-2.6%
Q4 2016$4,558,000
-1.9%
53,097
-10.9%
0.08%
-5.0%
Q3 2016$4,646,000
+5.8%
59,562
-4.1%
0.08%
-2.4%
Q2 2016$4,391,000
-52.6%
62,097
-54.4%
0.08%
-55.4%
Q1 2016$9,257,000
-1.2%
136,296
+4.9%
0.18%
-5.2%
Q4 2015$9,371,000
+7.3%
129,971
+3.8%
0.19%
+3.7%
Q3 2015$8,731,000
-11.7%
125,178
+3.2%
0.19%
-7.9%
Q2 2015$9,888,000
+6.0%
121,278
+2.8%
0.20%
+2.0%
Q1 2015$9,325,000
+9.4%
117,923
+6.5%
0.20%
+2.1%
Q4 2014$8,526,000
+12.5%
110,760
+1.6%
0.20%
+5.4%
Q3 2014$7,581,000
+1.6%
109,041
+11.2%
0.18%
-2.1%
Q2 2014$7,461,000
+184.7%
98,022
+189.1%
0.19%
+158.9%
Q1 2014$2,621,000
+39.8%
33,909
+35.8%
0.07%
+28.1%
Q4 2013$1,875,000
+48.0%
24,962
+34.9%
0.06%
+32.6%
Q3 2013$1,267,000
+48.9%
18,505
+34.3%
0.04%
+34.4%
Q2 2013$851,00013,7820.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Connective Capital Management, LLC 50,071$3,091,0004.54%
Efficient Advisors, LLC 250,871$15,486,0004.32%
HBK Sorce Advisory LLC 209,742$12,948,0002.80%
MONROE BANK & TRUST/MI 87,477$5,400,0002.40%
BOK Financial Private Wealth, Inc. 149,054$9,201,0001.99%
TOTH FINANCIAL ADVISORY CORP 47,559$2,936,0001.44%
Twele Capital Management, Inc. 67,572$4,171,0001.44%
REGENTATLANTIC CAPITAL LLC 191,612$11,828,0001.40%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 37,535$2,317,0001.39%
Charles Schwab Investment Advisory, Inc. 510,838$31,534,0001.36%
View complete list of ISHARES TR shareholders