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

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,807,170
-5.1%
104,372
-1.8%
0.07%
-2.6%
Q2 2023$7,171,316
-1.1%
106,241
-0.8%
0.08%
-7.3%
Q1 2023$7,248,463
+6.4%
107,146
+0.0%
0.08%
+2.5%
Q4 2022$6,811,577
+11.7%
107,125
+0.2%
0.08%0.0%
Q3 2022$6,097,000
-12.8%
106,939
-3.2%
0.08%
-9.1%
Q2 2022$6,994,000
-11.1%
110,480
+1.3%
0.09%
+2.3%
Q1 2022$7,871,000
-4.5%
109,103
+1.7%
0.09%
-2.3%
Q4 2021$8,240,000
+0.8%
107,328
-1.0%
0.09%
-7.4%
Q3 2021$8,171,000
+0.1%
108,455
+0.4%
0.10%
-1.0%
Q2 2021$8,162,000
+0.3%
108,045
-3.0%
0.10%
-7.7%
Q1 2021$8,134,000
+55.5%
111,440
+56.4%
0.10%
+30.0%
Q4 2020$5,231,000
+3.4%
71,260
-4.0%
0.08%
-9.1%
Q3 2020$5,058,000
-0.4%
74,239
-3.5%
0.09%
-7.4%
Q2 2020$5,080,000
-33.3%
76,902
-37.3%
0.10%
-36.2%
Q1 2020$7,614,000
-8.4%
122,704
+10.0%
0.15%
+11.2%
Q4 2019$8,314,000
+7.2%
111,538
+5.4%
0.13%
-3.6%
Q3 2019$7,752,000
+2.2%
105,780
+1.3%
0.14%
-1.4%
Q2 2019$7,588,000
+8.4%
104,466
+3.9%
0.14%
+17.5%
Q1 2019$7,001,000
+5.0%
100,573
+0.6%
0.12%
-7.7%
Q4 2018$6,667,000
-3.9%
100,017
+5.0%
0.13%
+5.7%
Q3 2018$6,936,000
+3.3%
95,257
+0.9%
0.12%
-6.8%
Q2 2018$6,716,000
-9.7%
94,398
-6.5%
0.13%
-14.3%
Q1 2018$7,436,000
+1.9%
100,912
+0.9%
0.15%
+0.7%
Q4 2017$7,299,000
+21.1%
100,012
+17.9%
0.15%
+29.7%
Q3 2017$6,029,000
+7.7%
84,855
+4.9%
0.12%
-6.3%
Q2 2017$5,600,000
+48.3%
80,886
+41.4%
0.13%
+37.0%
Q1 2017$3,775,000
+19.0%
57,198
+10.4%
0.09%
+27.8%
Q4 2016$3,171,000
+62.4%
51,809
+79.4%
0.07%
+46.9%
Q3 2016$1,953,000
-8.4%
28,884
-10.1%
0.05%
-22.2%
Q2 2016$2,131,000
+174.3%
32,115
+174.1%
0.06%
+162.5%
Q1 2016$777,000
+633.0%
11,715
+616.5%
0.02%
+700.0%
Q4 2015$106,0001,6350.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders