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

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 136 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,903,237
+7.9%
117,894
+0.7%
0.05%
+10.4%
Q2 2023$4,545,613
-1.2%
117,094
-0.3%
0.05%
-7.7%
Q1 2023$4,600,189
-4.3%
117,482
-0.7%
0.05%
-8.8%
Q4 2022$4,808,697
+16.9%
118,282
-0.0%
0.06%
+5.6%
Q3 2022$4,112,000
-21.9%
118,287
-19.2%
0.05%
-18.2%
Q2 2022$5,268,000
-32.1%
146,413
-23.6%
0.07%
-21.4%
Q1 2022$7,755,000
+36.4%
191,712
+6.1%
0.08%
+37.7%
Q4 2021$5,686,000
+6.0%
180,656
-1.1%
0.06%
-1.6%
Q3 2021$5,365,000
-3.2%
182,668
+0.3%
0.06%
-4.6%
Q2 2021$5,541,000
+77.1%
182,087
+60.5%
0.06%
+62.5%
Q1 2021$3,128,000
+38.0%
113,465
+16.7%
0.04%
+14.3%
Q4 2020$2,266,000
+171.1%
97,245
+130.2%
0.04%
+133.3%
Q3 2020$836,000
+51.2%
42,246
+65.7%
0.02%
+50.0%
Q2 2020$553,000
+49.9%
25,492
+14.8%
0.01%
+42.9%
Q1 2020$369,000
+18.6%
22,199
+114.6%
0.01%
+40.0%
Q4 2019$311,000
+338.0%
10,345
+360.6%
0.01%
+150.0%
Q2 2017$71,000
-22.0%
2,246
-15.4%
0.00%0.0%
Q1 2017$91,000
-93.6%
2,656
-93.3%
0.00%
-93.8%
Q4 2016$1,431,000
-13.0%
39,834
-16.5%
0.03%
-22.0%
Q3 2016$1,644,000
+33.5%
47,719
+28.7%
0.04%
+13.9%
Q2 2016$1,231,000
+9.5%
37,072
-2.0%
0.04%
+2.9%
Q1 2016$1,124,000
+23.8%
37,810
+17.0%
0.04%
+16.7%
Q4 2015$908,000
-25.1%
32,317
-22.7%
0.03%
-28.6%
Q3 2015$1,213,000
-15.8%
41,795
+5.2%
0.04%
-10.6%
Q2 2015$1,440,000
-5.5%
39,719
-2.3%
0.05%
-6.0%
Q1 2015$1,524,000
+0.3%
40,639
+2.4%
0.05%0.0%
Q4 2014$1,520,000
-12.5%
39,691
+2.2%
0.05%
-15.3%
Q3 2014$1,737,000
-10.7%
38,831
-0.3%
0.06%
-10.6%
Q2 2014$1,945,000
+8.8%
38,952
-3.5%
0.07%
+3.1%
Q1 2014$1,787,000
+2.4%
40,358
+0.3%
0.06%
-1.5%
Q4 2013$1,745,000
+4.8%
40,245
+0.1%
0.06%
-13.3%
Q3 2013$1,665,000
+8.8%
40,209
+0.4%
0.08%
+1.4%
Q2 2013$1,531,00040,0560.07%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders