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

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$495,000
-35.9%
12,993
-31.1%
0.01%
-25.0%
Q1 2022$772,000
+221.7%
18,861
+149.3%
0.01%
+100.0%
Q3 2019$240,000
-9.1%
7,566
-1.2%
0.00%
-20.0%
Q2 2019$264,000
-32.8%
7,661
-29.7%
0.01%
-28.6%
Q1 2019$393,000
+15.9%
10,902
+0.1%
0.01%0.0%
Q4 2018$339,000
-28.3%
10,890
-3.4%
0.01%
-12.5%
Q3 2018$473,000
+95.5%
11,278
+95.1%
0.01%
+60.0%
Q2 2018$242,000
+13.1%
5,7810.0%0.01%
+25.0%
Q1 2018$214,000
+50.7%
5,781
+44.2%
0.00%
+33.3%
Q2 2017$142,000
-10.7%
4,010
-3.2%
0.00%
-25.0%
Q1 2017$159,000
-12.2%
4,141
-5.8%
0.00%0.0%
Q4 2016$181,000
-12.1%
4,398
-17.3%
0.00%
-20.0%
Q3 2016$206,000
+357.8%
5,320
+343.3%
0.01%
+400.0%
Q2 2016$45,000
+15.4%
1,200
+3.8%
0.00%0.0%
Q1 2016$39,000
-98.7%
1,156
-98.3%
0.00%
-99.0%
Q1 2015$2,923,000
+13186.4%
67,063
+13312.6%
0.10%
+9500.0%
Q4 2014$22,000
-48.8%
500
-40.8%
0.00%0.0%
Q3 2014$43,000
-97.9%
845
-97.7%
0.00%
-98.6%
Q2 2014$2,054,000
-26.2%
36,181
-33.8%
0.07%
-30.0%
Q1 2014$2,784,000
+93.5%
54,623
+91.5%
0.10%
+85.2%
Q4 2013$1,439,000
+23.8%
28,529
+15.6%
0.05%
+3.8%
Q3 2013$1,162,000
+118.0%
24,689
+106.0%
0.05%
+100.0%
Q2 2013$533,00011,9840.03%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders