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

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,992,325
+4.7%
88,666
+5.6%
0.02%
+10.0%
Q2 2023$1,902,283
+91.3%
83,986
+95.0%
0.02%
+81.8%
Q1 2023$994,194
+298.3%
43,076
+292.0%
0.01%
+266.7%
Q4 2022$249,63810,9900.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 108,896$2,473,5731.53%
Capital Investment Advisors, LLC 1,469,885$33,3881.01%
Denver PWM, LLC 56,653$1,286,8760.61%
4J Wealth Management LLC 20,012$454,5750.53%
Krilogy Financial LLC 190,517$4,327,5940.41%
Sargent Bickham Lagudis LLC 213,810$4,856,6810.40%
W.H. Cornerstone Investments Inc. 17,539$403,9330.38%
Conrad Siegel Investment Advisors, Inc. 13,415$304,7220.30%
CONFLUENCE INVESTMENT MANAGEMENT LLC 892,501$20,2730.30%
COUNTRY CLUB BANK /GFN 118,080$2,682,1870.23%
View complete list of ISHARES TR shareholders