TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$370,832
+0.3%
3,826
+1.0%
0.04%
+2.3%
Q2 2023$369,749
-0.7%
3,788
+1.0%
0.04%
-4.3%
Q1 2023$372,285
+2.3%
3,7520.0%0.05%
-4.2%
Q4 2022$363,768
-24.5%
3,752
-25.2%
0.05%
-28.4%
Q3 2022$482,000
-46.0%
5,015
-43.0%
0.07%
-44.6%
Q2 2022$893,000
-30.8%
8,800
-28.5%
0.12%
-21.4%
Q1 2022$1,291,000
-0.5%
12,300
+0.4%
0.15%
+5.5%
Q4 2021$1,297,000
+3.0%
12,253
+2.8%
0.15%
-5.2%
Q3 2021$1,259,000
-7.4%
11,923
-6.7%
0.15%
-9.4%
Q2 2021$1,359,000
+74.5%
12,784
+73.5%
0.17%
+65.0%
Q1 2021$779,000
+63.0%
7,368
+61.0%
0.10%
+56.1%
Q4 2020$478,000
+114.3%
4,577
+113.2%
0.07%
+94.1%
Q3 2020$223,000
+99.1%
2,147
+96.6%
0.03%
+88.9%
Q2 2020$112,000
-73.9%
1,092
-74.7%
0.02%
-82.2%
Q1 2015$429,000
-75.0%
4,319
-75.1%
0.10%
-74.3%
Q4 2014$1,718,00017,3510.39%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders