TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,745
-36.6%
233
-27.2%
0.00%0.0%
Q2 2023$7,479
+0.5%
3200.0%0.00%0.0%
Q1 2023$7,444
-88.3%
320
-87.3%
0.00%
-87.5%
Q4 2022$63,373
-65.4%
2,518
-63.6%
0.01%
-68.0%
Q3 2022$183,000
+369.2%
6,919
+668.8%
0.02%
+525.0%
Q4 2021$39,000
-13.3%
900
+0.6%
0.00%
-33.3%
Q3 2021$45,000
-4.3%
8950.0%0.01%0.0%
Q2 2021$47,000
+20.5%
895
+4.8%
0.01%
+20.0%
Q1 2021$39,0000.0%8540.0%0.01%0.0%
Q4 2020$39,0008540.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders