TD Capital Management LLC - ISHARES TR ownership

Back to all holdings Add to watchlist

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 510 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Links
Filings
External links
Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$18,209
+8.9%
1430.0%0.00%0.0%
Q1 2024$16,723
+12.8%
143
+0.7%
0.00%0.0%
Q4 2023$14,831
+10.5%
1420.0%0.00%0.0%
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%–
 Download
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 605,472$71,549,00023.74%
Tennessee Valley Asset Management Partners 329,871$33,00015.64%
Madison Wealth Partners, Inc 262,585$26,516,00015.18%
Legacy Financial Group LLC 453,289$45,773,00013.82%
ForthRight Wealth Management, LLC 185,777$18,760,00011.90%
Mascoma Wealth Management LLC 241,697$24,407,00010.43%
IRONWOOD WEALTH MANAGEMENT, INC. 128,778$13,004,0009.33%
Petix & Botte Co 93,854$9,477,0006.61%
Elevation Capital Advisory, LLC 95,991$9,694,0005.44%
Advanced Asset Management Advisors Inc 239,600$24,195,0005.12%
View complete list of ISHARES TR shareholders