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

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$10,000
-89.5%
117
-89.5%
0.00%
-100.0%
Q4 2016$95,000
+578.6%
1,115
+502.7%
0.00%
Q3 2016$14,000
+250.0%
185
+189.1%
0.00%
Q4 2013$4,000
-42.9%
64
-43.9%
0.00%
Q3 2013$7,0001140.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Connective Capital Management, LLC 27,466$1,915,0003.93%
One Capital Management, LLC 151,380$10,559,0003.84%
Efficient Advisors, LLC 240,418$16,769,0003.75%
Parkside Advisors LLC 48,586$3,389,0002.51%
JUNCTURE WEALTH STRATEGIES, LLC 43,472$3,032,0002.46%
MONROE BANK & TRUST/MI 87,065$6,073,0002.23%
BOK Financial Private Wealth, Inc. 143,071$9,979,0001.75%
SMITH, MOORE & CO. 40,633$2,834,0001.57%
TOTH FINANCIAL ADVISORY CORP 56,275$3,925,0001.44%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 31,766$2,216,0001.20%
View complete list of ISHARES TR shareholders