DAVENPORT & Co LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 56 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$343,000
-15.5%
13,395
-15.4%
0.00%
-33.3%
Q2 2021$406,000
-12.7%
15,825
-12.5%
0.00%
-25.0%
Q1 2021$465,000
-17.4%
18,085
-17.2%
0.00%
-33.3%
Q4 2020$563,000
-10.8%
21,850
-10.3%
0.01%
-14.3%
Q3 2020$631,000
-4.1%
24,350
-3.9%
0.01%
-12.5%
Q2 2020$658,000
+1.4%
25,350
-0.4%
0.01%
-11.1%
Q1 2020$649,000
-1.1%
25,4500.0%0.01%
+28.6%
Q4 2019$656,000
+1.4%
25,450
+1.5%
0.01%
-12.5%
Q3 2019$647,0000.0%25,0850.0%0.01%0.0%
Q2 2019$647,000
+0.5%
25,0850.0%0.01%0.0%
Q1 2019$644,000
+0.9%
25,0850.0%0.01%
-11.1%
Q4 2018$638,000
+7.8%
25,085
+7.2%
0.01%
+28.6%
Q3 2018$592,000
+3.5%
23,395
+4.1%
0.01%0.0%
Q2 2018$572,000
-99.9%
22,4800.0%0.01%0.0%
Q1 2018$570,992,000
+20.5%
22,480
+20.6%
0.01%
+16.7%
Q4 2017$473,803,000
-4.5%
18,639
-2.7%
0.01%0.0%
Q3 2017$496,182,000
+3.2%
19,165
+2.9%
0.01%0.0%
Q2 2017$480,654,000
+42.0%
18,630
+39.1%
0.01%
+20.0%
Q1 2017$338,499,000
+100047.6%
13,3900.0%0.01%0.0%
Q4 2016$338,000
-99.9%
13,390
+15.9%
0.01%
+25.0%
Q3 2016$300,198,000
+1.0%
11,555
+1.7%
0.00%
-20.0%
Q2 2016$297,178,000
+10.9%
11,360
+9.7%
0.01%
+25.0%
Q1 2016$268,013,000
+1.2%
10,3600.0%0.00%0.0%
Q4 2015$264,802,000
+17.7%
10,360
+16.9%
0.00%0.0%
Q3 2015$224,955,0008,8600.00%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Wealthquest Corp 159,008$4,080,0001.54%
Gateway Advisory, LLC 215,378$5,527,0001.43%
Paulson Wealth Management Inc. 48,938$1,256,0000.95%
Fieldpoint Private Securities, LLC 61,700$1,583,0000.66%
Guidance Point Advisors, LLC 41,138$1,055,0000.62%
Ferris Capital, LLC 65,074$1,670,0000.61%
LEAVELL INVESTMENT MANAGEMENT, INC. 190,467$4,887,0000.55%
Guidant Wealth Advisors 52,954$1,359,0000.53%
Roof Eidam Maycock Peralta, LLC 45,860$1,177,0000.46%
Legacy Private Trust Co. 142,260$3,650,0000.43%
View complete list of ISHARES TR shareholders