Dana Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dana Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$521,815
-3.6%
8,8600.0%0.03%0.0%
Q2 2023$541,169
+8.3%
8,8600.0%0.03%
+8.0%
Q1 2023$499,793
+7.2%
8,8600.0%0.02%
+4.2%
Q4 2022$466,390
+6.5%
8,8600.0%0.02%
-4.0%
Q3 2022$438,000
-4.8%
8,8600.0%0.02%
+8.7%
Q2 2022$460,000
-17.4%
8,8600.0%0.02%
-11.5%
Q1 2022$557,000
-5.3%
8,8600.0%0.03%
+4.0%
Q4 2021$588,000
+9.3%
8,8600.0%0.02%
+4.2%
Q3 2021$538,0000.0%8,8600.0%0.02%0.0%
Q2 2021$538,000
+8.2%
8,860
+300.0%
0.02%
+4.3%
Q1 2021$497,000
+3.5%
2,2150.0%0.02%
-4.2%
Q4 2020$480,000
+11.1%
2,2150.0%0.02%0.0%
Q3 2020$432,000
+11.6%
2,2150.0%0.02%
+14.3%
Q2 2020$387,000
+19.1%
2,2150.0%0.02%
+5.0%
Q1 2020$325,000
-20.5%
2,2150.0%0.02%0.0%
Q4 2019$409,000
+9.9%
2,2150.0%0.02%
+5.3%
Q3 2019$372,000
+1.6%
2,2150.0%0.02%
+5.6%
Q2 2019$366,000
-38.9%
2,215
-40.9%
0.02%
-35.7%
Q1 2019$599,000
-26.4%
3,745
-34.4%
0.03%
-31.7%
Q4 2018$814,000
-15.3%
5,7100.0%0.04%
+5.1%
Q3 2018$961,000
+7.1%
5,710
-2.1%
0.04%0.0%
Q2 2018$897,000
+3.2%
5,830
+2.9%
0.04%0.0%
Q1 2018$869,000
-4.6%
5,667
-1.2%
0.04%
-2.5%
Q4 2017$911,000
+7.9%
5,733
+2.3%
0.04%
+2.6%
Q3 2017$844,000
+62.3%
5,603
+57.8%
0.04%
+62.5%
Q2 2017$520,0003,5500.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 83,063$4,372,4433.15%
Brand Asset Management Group, Inc. 60,775$3,199,1791.62%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,016,7411.00%
Dentgroup LLC 15,570$819,6240.71%
Equitable Holdings, Inc. 646,096$34,010,4930.59%
Gladstone Institutional Advisory LLC 111,594$5,874,3080.42%
PACIFIC SUN FINANCIAL CORP 9,060$476,9180.34%
Ipsen Advisor Group LLC 4,959$261,0440.30%
West Coast Financial LLC 32,756$1,724,3020.29%
Red Tortoise LLC 7,232$380,6920.26%
View complete list of ISHARES TR shareholders