IXUS — ISHARES TR

Ownership history in D.A. DAVIDSON & CO.  ·  32 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in ISHARES TR (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.7% (2020 Q4)
Avg. % of fund
3.2%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,848,801 +227,814 +3.0% 4.07% $664.3M $84.64
2025 Q3 ADDED 7,620,987 +276,306 +3.8% 4.03% $629.3M $81.06
2025 Q2 ADDED 7,344,681 +127,891 +1.8% 4.00% $567.8M $75.88
2025 Q1 ADDED 7,216,790 +274,011 +3.9% 4.05% $503.8M $67.48
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% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Hardy Reed LLC 3Y 7Y 9.63% Waldron Private Wealth LLC 3Y 7Y 9.21% Compass Ion Advisors, LLC 3Y 9.09%
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