Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 85 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$399,000
-10.1%
5,4000.0%0.04%
-2.5%
Q4 2021$444,000
-5.3%
5,4000.0%0.04%
-16.7%
Q3 2021$469,000
+0.4%
5,4000.0%0.05%
-2.0%
Q2 2021$467,000
+6.1%
5,400
-1.3%
0.05%
-24.6%
Q1 2021$440,000
+8.4%
5,4730.0%0.06%0.0%
Q4 2020$406,000
+12.5%
5,4730.0%0.06%0.0%
Q3 2020$361,000
+7.1%
5,4730.0%0.06%
-3.0%
Q2 2020$337,000
+18.7%
5,4730.0%0.07%
-1.5%
Q1 2020$284,000
-15.5%
5,4730.0%0.07%
+3.0%
Q4 2019$336,000
+7.3%
5,473
+0.0%
0.07%
+3.1%
Q3 2019$313,0000.0%5,4720.0%0.06%
+1.6%
Q2 2019$313,000
-1.6%
5,472
-3.1%
0.06%
-4.5%
Q1 2019$318,000
+12.4%
5,6480.0%0.07%
+1.5%
Q4 2018$283,000
-13.5%
5,648
+0.0%
0.06%
-1.5%
Q3 2018$327,000
+7.2%
5,6470.0%0.07%
+10.0%
Q2 2018$305,000
-5.9%
5,647
+0.0%
0.06%
-10.4%
Q1 2018$324,000
-24.7%
5,645
-20.5%
0.07%
-23.0%
Q4 2017$430,0007,1030.09%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Newfound Research LLC 88,719$5,082,0004.46%
1 NORTH WEALTH SERVICES LLC 38,574$2,210,0001.48%
CORRADO ADVISORS, LLC 15,759$903,0000.81%
Destination Wealth Management 107,896$6,180,0000.34%
MERIDIAN INVESTMENT COUNSEL INC. 7,750$444,0000.24%
WRAPMANAGER INC 11,622$666,0000.22%
QUANTUM CAPITAL MANAGEMENT 5,666$325,0000.16%
Slow Capital, Inc. 5,731$328,0000.12%
Family Firm, Inc. 5,324$305,0000.11%
Veritable, L.P. 91,966$5,268,0000.10%
View complete list of ISHARES TR shareholders