D.A. DAVIDSON & CO. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 168 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,171,188
-3.1%
14,210
-0.1%
0.01%0.0%
Q2 2023$1,208,473
+1.8%
14,219
-0.2%
0.01%0.0%
Q1 2023$1,187,547
-5.4%
14,246
-3.6%
0.01%
-13.3%
Q4 2022$1,254,951
+11.7%
14,785
-0.8%
0.02%0.0%
Q3 2022$1,123,000
-7.2%
14,9070.0%0.02%0.0%
Q2 2022$1,210,000
-9.4%
14,907
-2.2%
0.02%0.0%
Q1 2022$1,335,000
-3.3%
15,235
-0.3%
0.02%0.0%
Q4 2021$1,380,000
+7.3%
15,279
-0.5%
0.02%0.0%
Q3 2021$1,286,000
-3.0%
15,354
-3.7%
0.02%
-6.2%
Q2 2021$1,326,000
+6.3%
15,947
-1.5%
0.02%0.0%
Q1 2021$1,247,000
+74.9%
16,183
+73.5%
0.02%
+45.5%
Q4 2020$713,000
+6.4%
9,3250.0%0.01%
-8.3%
Q3 2020$670,000
+4.5%
9,3250.0%0.01%0.0%
Q2 2020$641,000
-24.9%
9,325
-33.4%
0.01%
-29.4%
Q1 2020$854,000
+33.2%
14,011
+50.3%
0.02%
+70.0%
Q4 2019$641,000
+11.7%
9,325
-0.8%
0.01%0.0%
Q3 2019$574,000
-1.0%
9,4000.0%0.01%
-9.1%
Q2 2019$580,000
+8.8%
9,4000.0%0.01%
+22.2%
Q1 2019$533,0000.0%9,4000.0%0.01%
-10.0%
Q4 2018$533,000
-10.0%
9,4000.0%0.01%
-9.1%
Q3 2018$592,000
+11.5%
9,4000.0%0.01%
+10.0%
Q2 2018$531,000
+1.5%
9,400
+100.0%
0.01%
-9.1%
Q1 2018$523,000
+0.2%
4,700
+1.4%
0.01%0.0%
Q4 2017$522,000
+0.2%
4,6350.0%0.01%
+10.0%
Q3 2017$521,000
+3.0%
4,6350.0%0.01%
-9.1%
Q2 2017$506,000
+6.3%
4,6350.0%0.01%
-8.3%
Q1 2017$476,000
+6.7%
4,635
-1.6%
0.01%
+20.0%
Q4 2016$446,000
-5.9%
4,7100.0%0.01%
-16.7%
Q3 2016$474,000
+4640.0%
4,710
+4610.0%
0.01%
Q1 2015$10,000
-16.7%
100
-42.9%
0.00%
-100.0%
Q2 2013$12,0001750.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders