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 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

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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 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders