TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 101 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$15,000
-11.8%
3050.0%0.00%0.0%
Q4 2019$17,0000.0%305
+1.3%
0.00%0.0%
Q3 2019$17,000
+6.2%
3010.0%0.00%0.0%
Q2 2019$16,000
+6.7%
301
+1.0%
0.00%0.0%
Q1 2019$15,000
+7.1%
2980.0%0.00%0.0%
Q4 2018$14,000
+7.7%
298
+18.7%
0.00%0.0%
Q3 2018$13,000
+8.3%
2510.0%0.00%0.0%
Q2 2018$12,0000.0%251
+102.4%
0.00%0.0%
Q1 2018$12,000
+33.3%
124
+44.2%
0.00%
+50.0%
Q4 2017$9,0000.0%86
+1.2%
0.00%
-33.3%
Q3 2017$9,0000.0%850.0%0.00%0.0%
Q2 2017$9,000
+12.5%
85
+1.2%
0.00%
+50.0%
Q1 2017$8,000840.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders