TD Capital Management LLC - ISHARES TR ownership

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ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 353 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,419
-2.9%
1420.0%0.00%0.0%
Q2 2023$13,816
+10.2%
142
+0.7%
0.00%0.0%
Q1 2023$12,532
+9.3%
1410.0%0.00%0.0%
Q4 2022$11,468
+4.3%
141
+0.7%
0.00%0.0%
Q3 2022$11,000
-31.2%
140
+0.7%
0.00%0.0%
Q4 2021$16,000
+14.3%
1390.0%0.00%0.0%
Q3 2021$14,0000.0%1390.0%0.00%0.0%
Q2 2021$14,000
+7.7%
1390.0%0.00%0.0%
Q1 2021$13,000
+8.3%
139
+0.7%
0.00%0.0%
Q4 2020$12,000
+9.1%
1380.0%0.00%0.0%
Q3 2020$11,000
+10.0%
1380.0%0.00%0.0%
Q2 2020$10,000
+25.0%
138
+0.7%
0.00%
+100.0%
Q1 2020$8,000
-11.1%
1370.0%0.00%0.0%
Q4 2019$9,0000.0%137
+0.7%
0.00%
-50.0%
Q3 2019$9,000
+12.5%
136
+0.7%
0.00%0.0%
Q2 2019$8,0000.0%1350.0%0.00%0.0%
Q1 2019$8,000
+14.3%
135
+0.7%
0.00%0.0%
Q4 2018$7,000–134–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders