TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,910
-14.1%
810.0%0.00%
-100.0%
Q2 2023$4,552
+4.7%
810.0%0.00%0.0%
Q1 2023$4,347
+2.7%
810.0%0.00%0.0%
Q4 2022$4,232
+5.8%
81
+1.2%
0.00%0.0%
Q3 2022$4,000
-20.0%
800.0%0.00%0.0%
Q4 2021$5,000
-54.5%
80
-54.3%
0.00%0.0%
Q3 2021$11,0000.0%175
+503.4%
0.00%0.0%
Q2 2021$11,000
+10.0%
290.0%0.00%0.0%
Q1 2021$10,0000.0%290.0%0.00%0.0%
Q4 2020$10,000
+11.1%
290.0%0.00%0.0%
Q3 2020$9,000
+12.5%
290.0%0.00%0.0%
Q2 2020$8,000
+14.3%
290.0%0.00%0.0%
Q1 2020$7,000
-12.5%
290.0%0.00%0.0%
Q4 2019$8,000290.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 31,099$3,461,0005.25%
XPONANCE, INC. 109,780$12,568,0004.86%
Brookstone Capital Management 157,277$17,503,0003.17%
Clal Insurance Enterprises Holdings Ltd 1,052,215$117,273,0003.04%
BTR CAPITAL MANAGEMENT INC 68,084$7,577,0001.81%
LUCAS CAPITAL MANAGEMENT 26,724$2,974,0001.72%
EXENCIAL WEALTH ADVISORS, LLC 20,896$2,326,0001.14%
Janney Capital Management LLC 193,467$21,531,0000.98%
Wharton Business Group, LLC 84,781$9,435,0000.93%
Baker Avenue Asset Management, LP 44,375$4,938,0000.87%
View complete list of ISHARES TR shareholders