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

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$528,140
-2.2%
5,919
+4.3%
0.01%0.0%
Q2 2023$539,780
-6.9%
5,676
-8.4%
0.01%
-14.3%
Q1 2023$579,881
-18.9%
6,195
-20.9%
0.01%
-12.5%
Q4 2022$715,460
+83.5%
7,835
+25.4%
0.01%
+60.0%
Q3 2022$390,000
-44.4%
6,246
-20.8%
0.01%
-44.4%
Q2 2022$702,000
-0.8%
7,888
+14.2%
0.01%
+12.5%
Q1 2022$708,000
-76.3%
6,909
-75.9%
0.01%
-75.0%
Q4 2021$2,991,000
+3.6%
28,623
-0.2%
0.03%
-5.9%
Q3 2021$2,888,000
-7.8%
28,687
-3.4%
0.03%
-8.1%
Q2 2021$3,131,000
+15.4%
29,701
+10.2%
0.04%
+5.7%
Q1 2021$2,714,000
+403.5%
26,943
+306.2%
0.04%
+337.5%
Q4 2020$539,000
+34.8%
6,633
+103.1%
0.01%
+14.3%
Q3 2020$400,000
+1.8%
3,2660.0%0.01%0.0%
Q2 2020$393,000
-47.9%
3,266
-56.8%
0.01%
-53.3%
Q1 2020$755,000
-52.2%
7,558
-23.1%
0.02%
-42.3%
Q4 2019$1,580,000
+3.9%
9,824
-2.9%
0.03%
-3.7%
Q3 2019$1,520,000
+1.3%
10,122
+0.2%
0.03%
-3.6%
Q2 2019$1,501,0000.0%10,099
-0.8%
0.03%
+7.7%
Q1 2019$1,501,000
+12.1%
10,177
+0.2%
0.03%0.0%
Q4 2018$1,339,000
-24.0%
10,158
-3.7%
0.03%
-16.1%
Q3 2018$1,761,000
+194.5%
10,547
+187.8%
0.03%
+158.3%
Q2 2018$598,000
+13.9%
3,665
+5.3%
0.01%
+9.1%
Q1 2018$525,000
-14.2%
3,479
-12.7%
0.01%
-15.4%
Q4 2017$612,000
+3.7%
3,9830.0%0.01%
+8.3%
Q3 2017$590,0000.0%3,983
-5.7%
0.01%
-7.7%
Q2 2017$590,000
+0.9%
4,2230.0%0.01%
-7.1%
Q1 2017$585,000
+2.1%
4,223
+3.1%
0.01%
+7.7%
Q4 2016$573,000
+12.1%
4,0970.0%0.01%0.0%
Q3 2016$511,000
+8.5%
4,097
+1.5%
0.01%
-7.1%
Q2 2016$471,000
+3.1%
4,0380.0%0.01%0.0%
Q1 2016$457,000
+4.8%
4,0380.0%0.01%0.0%
Q4 2015$436,000
-6.2%
4,038
-9.0%
0.01%
-12.5%
Q3 2015$465,000
+0.4%
4,438
+12.8%
0.02%
+6.7%
Q2 2015$463,000
+7.2%
3,933
+8.0%
0.02%
+7.1%
Q1 2015$432,000
-1.8%
3,640
-2.8%
0.01%0.0%
Q4 2014$440,000
+4.8%
3,744
-4.6%
0.01%0.0%
Q3 2014$420,000
-15.3%
3,924
-8.8%
0.01%
-17.6%
Q2 2014$496,000
+11.2%
4,301
+9.4%
0.02%
+6.2%
Q1 2014$446,000
+2.1%
3,9320.0%0.02%0.0%
Q4 2013$437,000
+11.5%
3,932
+2.4%
0.02%
-11.1%
Q3 2013$392,000
+9.5%
3,8380.0%0.02%
+5.9%
Q2 2013$358,0003,8380.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders