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

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. 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$520,431
+45.5%
22,549
+45.8%
0.01%
+50.0%
Q2 2023$357,798
+26.1%
15,469
+28.3%
0.00%
+33.3%
Q1 2023$283,77212,0600.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 176,426$4,107,1972.49%
FinTrust Capital Advisors, LLC 410,135$9,547,9342.31%
Rinkey Investments 130,225$3,031,6381.81%
Royal Harbor Partners, LLC 106,365$2,476,1771.53%
CAPTRUST FINANCIAL ADVISORS 12,903,526$300,394,0831.51%
Kerntke Otto McGlone Wealth Management Group 53,283$1,240,0001.43%
Capital Investment Advisors, LLC 1,457,550$33,9321.03%
Denver PWM, LLC 90,908$2,116,3291.00%
SYNOVUS FINANCIAL CORP 3,328,170$77,479,8000.88%
Safeguard Financial, LLC 47,868$1,1140.80%
View complete list of ISHARES TR shareholders