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

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,146,682
+11.9%
99,614
+14.2%
0.02%
+15.0%
Q2 2023$1,918,532
-1.3%
87,206
+0.9%
0.02%
-9.1%
Q1 2023$1,944,217
+5.4%
86,449
+2.8%
0.02%0.0%
Q4 2022$1,845,04684,0940.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CONFLUENCE INVESTMENT MANAGEMENT LLC 463,987$10,1800.15%
JDM Financial Group LLC 6,269$137,5420.13%
PARK AVENUE SECURITIES LLC 105,115$2,306,0000.04%
Krilogy Financial LLC 13,268$291,1000.03%
BARRETT & COMPANY, INC. 1,850$40,5890.03%
D.A. DAVIDSON & CO. 84,094$1,845,0460.02%
FLOW TRADERS U.S. LLC 12,970$2850.01%
FinTrust Capital Advisors, LLC 1,631$35,7840.01%
Perigon Wealth Management, LLC 12,124$266,0010.01%
Raymond James Financial Services Advisors, Inc. 191,896$4,210,1870.01%
View complete list of ISHARES TR shareholders