TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders