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

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,393,605
-10.0%
18,940
+0.0%
0.02%
-6.2%
Q2 2023$1,548,182
+1.7%
18,938
+4.1%
0.02%
-5.9%
Q1 2023$1,523,020
+154.0%
18,194
+162.6%
0.02%
+142.9%
Q4 2022$599,636
+6.7%
6,9290.0%0.01%0.0%
Q3 2022$562,000
-5.2%
6,9290.0%0.01%0.0%
Q2 2022$593,000
-6.5%
6,929
-0.6%
0.01%0.0%
Q1 2022$634,000
+3.4%
6,972
+0.6%
0.01%0.0%
Q4 2021$613,000
+5.5%
6,929
-5.8%
0.01%0.0%
Q3 2021$581,000
+0.7%
7,3540.0%0.01%0.0%
Q2 2021$577,000
-2.7%
7,354
-1.3%
0.01%
-12.5%
Q1 2021$593,000
+2.6%
7,4540.0%0.01%
-11.1%
Q4 2020$578,000
+5.3%
7,454
+98.1%
0.01%
-10.0%
Q3 2020$549,000
+4.2%
3,7620.0%0.01%0.0%
Q2 2020$527,000
-1.1%
3,762
-2.6%
0.01%0.0%
Q1 2020$533,000
-12.6%
3,862
+2.7%
0.01%0.0%
Q4 2019$610,000
-1.8%
3,762
-1.3%
0.01%
-9.1%
Q3 2019$621,000
+2.6%
3,812
-5.0%
0.01%0.0%
Q2 2019$605,000
+12.5%
4,0120.0%0.01%
+22.2%
Q1 2019$538,0000.0%4,0120.0%0.01%
-10.0%
Q4 2018$538,0000.0%4,0120.0%0.01%0.0%
Q3 2018$538,000
+1.7%
4,0120.0%0.01%0.0%
Q2 2018$529,000
+1.0%
4,012
-2.4%
0.01%
-9.1%
Q1 2018$524,000
-14.9%
4,112
-11.3%
0.01%
-15.4%
Q4 2017$616,000
+2.2%
4,638
+2.2%
0.01%
+8.3%
Q3 2017$603,000
-0.7%
4,538
-2.9%
0.01%
-14.3%
Q2 2017$607,000
+1.2%
4,6750.0%0.01%
-6.7%
Q1 2017$600,000
+1.5%
4,675
-3.7%
0.02%
+15.4%
Q4 2016$591,000
-2.0%
4,857
-1.3%
0.01%
-13.3%
Q3 2016$603,000
+1037.7%
4,922
+1112.3%
0.02%
+650.0%
Q2 2016$53,000
+1.9%
406
-4.7%
0.00%0.0%
Q1 2016$52,000
-98.3%
426
-98.4%
0.00%
-98.1%
Q4 2014$3,147,000
+12003.8%
26,617
+10546.8%
0.10%
+10200.0%
Q3 2014$26,000
-98.7%
250
-98.7%
0.00%
-98.6%
Q2 2014$2,063,000
+10215.0%
18,534
+9167.0%
0.07%
+6900.0%
Q1 2014$20,000
-98.3%
200
-98.4%
0.00%
-98.0%
Q3 2013$1,144,000
+113.4%
12,192
+114.9%
0.05%
+96.2%
Q2 2013$536,0005,6730.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders