TD Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 86 filers reported holding ISHARES TR in Q1 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$42,621
+0.1%
1,897
+1.0%
0.01%0.0%
Q2 2023$42,568
-1.0%
1,879
+0.9%
0.01%0.0%
Q1 2023$42,987
+2.2%
1,863
+0.6%
0.01%
-16.7%
Q4 2022$42,0691,8520.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Journey Advisory Group, LLC 524,105$12,096,3441.90%
Royal Harbor Partners, LLC 134,073$3,094,4051.66%
Vista Private Wealth Partners. LLC 128,224$2,962,6091.30%
Capital Investment Advisors, LLC 1,616,082$37,299,1651.10%
4J Wealth Management LLC 22,309$514,8950.55%
W.H. Cornerstone Investments Inc. 17,282$3990.36%
CONFLUENCE INVESTMENT MANAGEMENT LLC 919,171$21,214,4760.31%
Epic Trust Investment Advisors, LLC 10,304$237,8190.29%
Conrad Siegel Investment Advisors, Inc. 13,491$311,3730.28%
JDM Financial Group LLC 12,772$294,7670.27%
View complete list of ISHARES TR shareholders