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

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 255 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,655,698
+87.1%
24,290
+67.9%
0.03%
+77.8%
Q1 2024$1,953,381
+22.6%
14,463
+11.4%
0.02%
+12.5%
Q4 2023$1,593,867
+123.4%
12,984
+91.0%
0.02%
+100.0%
Q3 2023$713,360
-1.0%
6,799
+2.7%
0.01%0.0%
Q2 2023$720,729
+19.0%
6,620
+1.5%
0.01%
+14.3%
Q1 2023$605,638
+119.9%
6,525
+76.5%
0.01%
+133.3%
Q4 2022$275,453
+1.6%
3,697
+0.2%
0.00%
-25.0%
Q3 2022$271,000
-10.0%
3,689
-2.1%
0.00%0.0%
Q2 2022$301,000
-28.5%
3,768
-7.8%
0.00%
-20.0%
Q1 2022$421,000
+15.3%
4,086
+28.5%
0.01%
+25.0%
Q4 2021$365,000
+3.7%
3,181
-8.5%
0.00%0.0%
Q3 2021$352,000
-6.1%
3,478
-7.9%
0.00%0.0%
Q2 2021$375,000
+13.3%
3,777
+0.1%
0.00%0.0%
Q1 2021$331,000
+3.1%
3,775
+0.1%
0.00%
-20.0%
Q4 2020$321,000
+13.0%
3,772
+300.4%
0.01%0.0%
Q3 2020$284,000
+11.8%
942
+0.1%
0.01%0.0%
Q2 2020$254,000
+23.3%
941
-6.4%
0.01%
+25.0%
Q1 2020$206,000
-12.0%
1,005
+0.1%
0.00%0.0%
Q4 2019$234,000
-42.8%
1,004
-49.9%
0.00%
-42.9%
Q3 2019$409,000
+3.0%
2,003
-0.1%
0.01%0.0%
Q2 2019$397,000
+26.8%
2,005
+22.0%
0.01%
+40.0%
Q1 2019$313,000
+19.5%
1,643
+0.3%
0.01%0.0%
Q4 2018$262,000
-17.6%
1,6380.0%0.01%
-16.7%
Q3 2018$318,000
+16.9%
1,638
+7.6%
0.01%
+20.0%
Q2 2018$272,000
-12.3%
1,523
-17.2%
0.01%
-16.7%
Q1 2018$310,000
+3.7%
1,8400.0%0.01%0.0%
Q4 2017$299,000
+7.2%
1,840
-1.2%
0.01%
+20.0%
Q3 2017$279,000
+10.3%
1,862
+2.7%
0.01%
-16.7%
Q2 2017$253,000
+7.2%
1,813
+3.7%
0.01%0.0%
Q1 2017$236,000
+25.5%
1,748
+11.5%
0.01%
+50.0%
Q4 2016$188,000
+1.1%
1,5680.0%0.00%
-20.0%
Q3 2016$186,000
+12.7%
1,5680.0%0.01%0.0%
Q2 2016$165,000
+0.6%
1,568
+3.3%
0.01%0.0%
Q1 2016$164,000
-9.4%
1,518
-10.3%
0.01%
-16.7%
Q4 2015$181,000
+8.4%
1,6930.0%0.01%0.0%
Q3 2015$167,000
-3.5%
1,693
+2.4%
0.01%0.0%
Q2 2015$173,0000.0%1,6530.0%0.01%0.0%
Q1 2015$173,000
-94.9%
1,653
-94.9%
0.01%
-94.6%
Q4 2014$3,394,000
+33.4%
32,521
+28.8%
0.11%
+29.1%
Q3 2014$2,544,000
+17.5%
25,257
+13.0%
0.09%
+17.8%
Q2 2014$2,165,000
-26.1%
22,354
-30.6%
0.07%
-30.5%
Q1 2014$2,929,000
+83.2%
32,188
+78.0%
0.10%
+75.0%
Q4 2013$1,599,000
+23.7%
18,086
+10.1%
0.06%
+3.4%
Q3 2013$1,293,000
+99.2%
16,420
+85.8%
0.06%
+87.1%
Q2 2013$649,0008,8360.03%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders