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

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 146 filers reported holding ISHARES TR in Q2 2022. 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 2022$427,0000.0%16,4770.0%0.01%
+20.0%
Q2 2022$427,000
+88.1%
16,477
+88.1%
0.01%
+150.0%
Q1 2022$227,000
-42.1%
8,761
-41.1%
0.00%
-60.0%
Q1 2021$392,0000.0%14,8790.0%0.01%
-16.7%
Q4 2020$392,000
+62.7%
14,879
+58.5%
0.01%
+20.0%
Q4 2017$241,000
-0.4%
9,390
+1.1%
0.01%0.0%
Q3 2017$242,000
-29.9%
9,290
-30.1%
0.01%
-37.5%
Q2 2017$345,000
+4.9%
13,290
+3.9%
0.01%0.0%
Q1 2017$329,000
+161.1%
12,790
+155.8%
0.01%
+166.7%
Q4 2016$126,000
+20.0%
5,000
+25.0%
0.00%0.0%
Q3 2016$105,0000.0%4,0000.0%0.00%0.0%
Q2 2016$105,000
+1.0%
4,0000.0%0.00%0.0%
Q1 2016$104,0004,0000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders