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

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 326 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,416,752
-4.1%
104,665
-0.2%
0.10%
-1.9%
Q2 2023$9,816,325
+8.5%
104,830
+1.7%
0.10%
+2.0%
Q1 2023$9,050,960
+10.9%
103,121
+4.0%
0.10%
+6.2%
Q4 2022$8,161,449
+6.3%
99,142
-2.0%
0.10%
-5.0%
Q3 2022$7,681,000
-6.5%
101,186
-0.6%
0.10%
-1.9%
Q2 2022$8,218,000
-17.7%
101,844
-1.2%
0.10%
-5.5%
Q1 2022$9,981,000
+2.6%
103,062
+12.6%
0.11%
+4.8%
Q4 2021$9,724,000
+17.2%
91,520
+5.8%
0.10%
+8.3%
Q3 2021$8,299,000
+14.0%
86,493
+13.5%
0.10%
+12.9%
Q2 2021$7,279,000
+30.5%
76,189
+20.0%
0.08%
+19.7%
Q1 2021$5,576,000
+27.0%
63,488
+19.1%
0.07%
+6.0%
Q4 2020$4,389,000
+344.7%
53,308
+694.1%
0.07%
+294.1%
Q3 2020$987,000
+225.7%
6,713
+196.2%
0.02%
+183.3%
Q2 2020$303,000
-10.4%
2,266
-26.3%
0.01%
-14.3%
Q1 2020$338,000
-18.0%
3,0750.0%0.01%0.0%
Q4 2019$412,000
+37.3%
3,075
+26.6%
0.01%
+40.0%
Q3 2019$300,000
-1.6%
2,429
-3.0%
0.01%
-16.7%
Q2 2019$305,000
+16.0%
2,505
+12.4%
0.01%
+20.0%
Q1 2019$263,000
+20.1%
2,228
+5.0%
0.01%
+25.0%
Q4 2018$219,000
-13.4%
2,1210.0%0.00%
-20.0%
Q3 2018$253,000
+5.0%
2,121
-0.8%
0.01%0.0%
Q2 2018$241,000
+2.6%
2,139
+0.8%
0.01%0.0%
Q1 2018$235,000
-2.1%
2,122
-1.7%
0.01%0.0%
Q4 2017$240,000
+2.1%
2,158
-4.3%
0.01%0.0%
Q3 2017$235,000
+1.7%
2,254
-0.4%
0.01%0.0%
Q2 2017$231,000
+6.9%
2,262
+2.4%
0.01%0.0%
Q1 2017$216,000
+9.1%
2,208
+2.6%
0.01%
+25.0%
Q4 2016$198,000
+2.6%
2,152
+1.4%
0.00%
-20.0%
Q3 2016$193,000
+6.6%
2,122
+1.0%
0.01%0.0%
Q2 2016$181,000
+1.7%
2,1010.0%0.01%
-16.7%
Q1 2016$178,000
+1.7%
2,1010.0%0.01%0.0%
Q4 2015$175,000
+6.1%
2,1010.0%0.01%0.0%
Q3 2015$165,000
-7.8%
2,101
-0.3%
0.01%0.0%
Q2 2015$179,000
-1.1%
2,107
-0.2%
0.01%0.0%
Q1 2015$181,0000.0%2,1120.0%0.01%0.0%
Q4 2014$181,000
+4.6%
2,1120.0%0.01%0.0%
Q3 2014$173,0000.0%2,1120.0%0.01%0.0%
Q2 2014$173,000
+4.8%
2,112
-0.0%
0.01%0.0%
Q1 2014$165,000
+1.9%
2,113
-0.0%
0.01%0.0%
Q4 2013$162,000
-5.8%
2,114
-13.5%
0.01%
-25.0%
Q3 2013$172,000
+20.3%
2,444
+15.6%
0.01%
+14.3%
Q2 2013$143,0002,1140.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders