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

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,182,195
+12.8%
62,550
+17.3%
0.01%
+18.2%
Q2 2023$1,047,954
-1.4%
53,331
+1.1%
0.01%
-8.3%
Q1 2023$1,062,825
+7.3%
52,747
+4.0%
0.01%0.0%
Q4 2022$990,89250,6970.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
BENJAMIN F. EDWARDS & COMPANY, INC. 2,181,792$42,785,0002.15%
H. L. Ormond & Company, LLC 65,392$1,282,0002.06%
BENJAMIN EDWARDS INC 174,592$3,424,0001.03%
Seneca House Advisors 68,332$1,340,0000.99%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,569,927$30,786,0000.51%
Visionary Wealth Advisors 81,776$1,604,0000.17%
STIFEL FINANCIAL CORP 3,578,317$70,171,0000.12%
FLOW TRADERS U.S. LLC 90,321$1,771,0000.10%
Krilogy Financial LLC 35,571$698,0000.08%
Realta Investment Advisors 914$18,0000.01%
View complete list of ISHARES TR shareholders