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

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,602,759
+63.1%
360,854
+62.8%
0.09%
+66.1%
Q2 2023$5,273,913
+7.6%
221,593
+8.6%
0.06%
+1.8%
Q1 2023$4,901,281
+26.0%
204,135
+25.2%
0.06%
+19.6%
Q4 2022$3,889,315
+113.1%
163,074
+114.1%
0.05%
+91.7%
Q3 2022$1,825,00076,1830.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 486,805$11,688,12810.53%
INSIGHT 2811, INC. 660,251$15,852,6279.80%
4J Wealth Management LLC 243,206$5,839,3736.27%
Campbell Wealth Management 1,666,508$40,0135.01%
Keeler Thomas Management LLC 423,291$10,163,2114.78%
Stephens Consulting, LLC 317,562$7,624,6534.60%
Day & Ennis, LLC 512,996$12,317,0344.56%
Reliant Wealth Planning 258,277$6,201,2313.84%
MV CAPITAL MANAGEMENT, INC. 1,093,330$26,250,8653.69%
Trinity Wealth Management, LLC 204,519$4,910,5013.22%
View complete list of ISHARES TR shareholders