TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 86 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,311
-0.4%
1,936
+0.9%
0.01%0.0%
Q2 2023$42,485
-1.4%
1,918
+0.9%
0.01%0.0%
Q1 2023$43,068
+2.4%
1,901
+0.6%
0.01%
-16.7%
Q4 2022$42,0431,8900.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
FinTrust Capital Advisors, LLC 551,219$12,044,1292.67%
4J Wealth Management LLC 114,199$2,495,2382.48%
MV CAPITAL MANAGEMENT, INC. 359,896$7,863,7281.05%
KCS Wealth Advisory 99,685$2,178,1070.93%
Altus Wealth Group LLC 59,952$1,309,9510.83%
Denver PWM, LLC 82,178$1,783,6800.75%
MKT Advisors LLC 38,686$839,2930.64%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,429,156$31,227,0540.48%
Stockman Wealth Management, Inc. 93,187$2,036,1360.45%
AllSquare Wealth Management LLC 20,645$451,0930.29%
View complete list of ISHARES TR shareholders