DAVIDSON INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.

Quarter-by-quarter ownership
DAVIDSON INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$471,335
-13.6%
10,782
-10.2%
0.03%
-11.8%
Q2 2023$545,822
-1.6%
12,004
-0.2%
0.03%
-5.6%
Q1 2023$554,861
+0.1%
12,023
-2.5%
0.04%
-16.3%
Q4 2022$554,301
-52.0%
12,337
-52.5%
0.04%
-55.7%
Q3 2022$1,155,00025,9550.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders