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

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 3 filers reported holding ISHARES TR in Q4 2023. 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 2023$1,059,922
+7.2%
48,509
+8.6%
0.01%
+20.0%
Q2 2023$989,108
+1.6%
44,655
+3.9%
0.01%
-9.1%
Q1 2023$973,723
+20.1%
42,971
+17.9%
0.01%
+10.0%
Q4 2022$810,71136,4440.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
4J Wealth Management LLC 106,479$2,412,8252.59%
FinTrust Capital Advisors, LLC 450,022$10,010,9272.43%
Royal Harbor Partners, LLC 137,398$3,113,4391.67%
Altus Wealth Group LLC 55,418$1,255,7720.85%
Denver PWM, LLC 67,940$1,543,2670.68%
KCS Wealth Advisory 67,994$1,540,7330.58%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,437,738$32,579,1380.48%
Stratos Wealth Partners, LTD. 408,845$9,264,4370.25%
Granite Harbor Advisors, Inc. 11,337$256,8960.23%
JDM Financial Group LLC 9,113$206,5050.19%
View complete list of ISHARES TR shareholders