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IBTIIBTI
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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES TR

D.A. DAVIDSON & CO. holds 349,431 shares of IBTI (ISHARES TR), worth $7.7M as of 2026-Q2. The position was increased (+12.8% shares). IBTI represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$7.7M

Current Shares

349,431

Total Value Change

+$3.1M

Total Shares Change

+141,780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
349,431
+12.8%
$7.7M0.0%$22.00
31
2026-Q1
Increased
309,673
+5.5%
$6.9M0.0%$21.94
29
2025-Q4
Increased
293,510
+5.5%
$6.6M0.0%$21.89
29
2025-Q3
Increased
278,232
+6.8%
$6.2M0.0%$21.64
29
2025-Q2
Increased
260,580
+2.9%
$5.8M0.0%$21.40
28
2025-Q1
Increased
253,169
+10.8%
$5.6M0.0%$21.08
30
2024-Q4
Increased
228,435
+10.0%
$5M0.0%$20.62
30
2024-Q3
Increased
207,651
+15.2%
$4.7M0.0%$20.92
31

Other major holders of IBTI: Focus Partners Wealth, MORGAN STANLEY

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