Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 80 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.40 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 Q1 2022
NameSharesValueWeighting ↓
HC Advisors, LLC 28,995$1,774,0001.26%
CORRADO ADVISORS, LLC 28,257$1,729,0001.23%
Slow Capital, Inc. 45,462$2,781,0000.68%
Destination Wealth Management 94,801$5,800,0000.23%
TCWP LLC 17,201$1,052,0000.22%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$459,0000.19%
Laidlaw Wealth Management LLC 14,996$917,0000.19%
Money Design Co.,Ltd. 33,679$2,060,0000.15%
Family Firm, Inc. 6,972$427,0000.13%
FLAGSTAR ADVISORS INC 4,934$301,0000.11%
View complete list of ISHARES TR shareholders