TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52,896
+1.2%
2,139
+0.8%
0.01%0.0%
Q2 2023$52,263
+0.9%
2,123
+0.8%
0.01%0.0%
Q1 2023$51,818
+1.2%
2,107
+0.5%
0.01%
-14.3%
Q4 2022$51,212
+0.4%
2,097
+0.8%
0.01%0.0%
Q3 2022$51,000
-3.8%
2,081
+1.3%
0.01%
+16.7%
Q4 2021$53,000
-1.9%
2,055
+0.6%
0.01%
-14.3%
Q3 2021$54,0000.0%2,043
+0.4%
0.01%0.0%
Q2 2021$54,000
+1.9%
2,034
+0.4%
0.01%0.0%
Q1 2021$53,000
-1.9%
2,025
+0.3%
0.01%0.0%
Q4 2020$54,000
+1.9%
2,018
+0.8%
0.01%
-12.5%
Q3 2020$53,000
+1.9%
2,002
+0.6%
0.01%
-11.1%
Q2 2020$52,000
+6.1%
1,990
+0.7%
0.01%0.0%
Q1 2020$49,000
-3.9%
1,976
+0.5%
0.01%
+12.5%
Q4 2019$51,000
+2.0%
1,967
+1.0%
0.01%
-11.1%
Q3 2019$50,0001,9470.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders