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Ishares Tr shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Ishares Tr (IBTP) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 368k 25.91
2025-06-30 $8.2M 321k 25.71

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

Top funds holding Ishares Tr

Union Bankshares
Golub Group
Confluence Investment Management
LPL Financial
D.A. Davidson & Co.
Royal Bank of Canada
Atlantic Private Wealth
Cetera Investment Advisers
Kestra Advisory Services
Commonwealth Equity Services
Accretive Wealth Partners
HighTower Advisors
Probity Advisors
Mercer Global Advisors
Stifel Financial

View all funds holding Ishares Tr