Dana Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dana Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$899,800
-1.7%
12,456
+2.1%
0.05%
+2.2%
Q2 2023$914,903
+4.2%
12,199
-0.7%
0.04%0.0%
Q1 2023$878,194
+18.8%
12,281
+13.5%
0.04%
+15.4%
Q4 2022$738,986
+8.2%
10,820
-0.2%
0.04%0.0%
Q3 2022$683,000
-1.3%
10,838
-0.2%
0.04%
+11.4%
Q2 2022$692,000
-43.2%
10,858
-31.1%
0.04%
-37.5%
Q1 2022$1,218,000
-31.0%
15,769
-23.8%
0.06%
-26.3%
Q4 2021$1,765,000
+7.7%
20,7010.0%0.08%
+2.7%
Q3 2021$1,639,000
+15.5%
20,701
+18.1%
0.07%
+17.5%
Q2 2021$1,419,000
-12.1%
17,534
-14.9%
0.06%
-16.0%
Q1 2021$1,615,000
+17.9%
20,613
+8.6%
0.08%
+10.3%
Q4 2020$1,370,000
+24.4%
18,975
+312.1%
0.07%
+13.3%
Q3 2020$1,101,000
+0.5%
4,605
-5.9%
0.06%
+1.7%
Q2 2020$1,096,000
-13.9%
4,894
-31.4%
0.06%
-24.4%
Q1 2020$1,273,000
+70.9%
7,131
+128.0%
0.08%
+116.7%
Q4 2019$745,000
+3.8%
3,127
-2.6%
0.04%0.0%
Q3 2019$718,000
-4.9%
3,209
-3.8%
0.04%
-2.7%
Q2 2019$755,000
-40.4%
3,337
-42.3%
0.04%
-38.3%
Q1 2019$1,267,000
+14.6%
5,7840.0%0.06%
+7.1%
Q4 2018$1,106,000
-22.7%
5,784
-5.8%
0.06%
-3.4%
Q3 2018$1,430,000
+5.4%
6,137
+1.7%
0.06%
-1.7%
Q2 2018$1,357,000
+6.0%
6,035
+2.9%
0.06%
+1.7%
Q1 2018$1,280,000
-27.8%
5,863
-28.7%
0.06%
-24.7%
Q4 2017$1,774,000
-0.4%
8,219
-6.6%
0.08%
-6.1%
Q3 2017$1,781,000
+9.7%
8,803
+6.6%
0.08%
+7.9%
Q2 2017$1,623,000
+7.1%
8,257
+4.0%
0.08%
+7.0%
Q1 2017$1,515,000
+8.8%
7,936
+3.9%
0.07%
+7.6%
Q4 2016$1,392,000
+23.0%
7,639
+17.9%
0.07%
+22.2%
Q3 2016$1,132,000
-11.3%
6,481
-14.1%
0.05%
-5.3%
Q2 2016$1,276,000
+0.9%
7,548
-3.0%
0.06%0.0%
Q1 2016$1,265,000
+1.0%
7,779
+521.3%
0.06%
-6.6%
Q4 2015$1,252,000
+1.2%
1,252
-84.1%
0.06%
+5.2%
Q3 2015$1,237,000
-7.1%
7,872
+0.2%
0.06%
-6.5%
Q2 2015$1,331,000
-1.2%
7,8550.0%0.06%
-6.1%
Q1 2015$1,347,000
+21.9%
7,855
+13.5%
0.07%
+46.7%
Q4 2014$1,105,000
+93.9%
6,923
+84.1%
0.04%
+36.4%
Q3 2014$570,000
-3.6%
3,7610.0%0.03%
-5.7%
Q2 2014$591,000
-0.8%
3,761
-3.5%
0.04%
-5.4%
Q1 2014$596,000
+9.4%
3,896
+7.4%
0.04%
+5.7%
Q4 2013$545,000
-4.4%
3,627
-11.4%
0.04%
-14.6%
Q3 2013$570,000
+8.0%
4,0950.0%0.04%
+2.5%
Q2 2013$528,0004,0950.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders