TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,415
+1.4%
842
+1.3%
0.01%0.0%
Q2 2023$41,818
-8.7%
831
-8.8%
0.01%
-16.7%
Q1 2023$45,800
-11.6%
911
-12.0%
0.01%
-14.3%
Q4 2022$51,786
-58.9%
1,035
-59.0%
0.01%
-58.8%
Q3 2022$126,000
-0.8%
2,527
+0.6%
0.02%
+21.4%
Q4 2021$127,0000.0%2,511
+0.1%
0.01%
-12.5%
Q3 2021$127,0000.0%2,508
+0.1%
0.02%0.0%
Q2 2021$127,000
+0.8%
2,505
+0.1%
0.02%
-5.9%
Q1 2021$126,0000.0%2,502
+0.1%
0.02%0.0%
Q4 2020$126,0000.0%2,500
+0.2%
0.02%
-10.5%
Q3 2020$126,0002,4950.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 639,913$32,155,64915.72%
Capital Advantage, Inc. 830,770$41,646,4998.86%
SIGNATUREFD, LLC 5,243,559$263,488,8297.19%
Winthrop Advisory Group LLC 717,310$36,044,8036.36%
Bell Investment Advisors, Inc 532,337$26,749,9396.26%
Clearwater Capital Advisors, LLC 902,925$45,371,9985.54%
Baystate Wealth Management LLC 1,170,206$58,802,9005.12%
SVB WEALTH LLC 6,339,061$318,537,7934.45%
First International Bank & Trust 259,694$13,049,6244.32%
Snider Financial Group 159,482$8,013,9554.27%
View complete list of ISHARES TR shareholders