Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 114 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$211,000
-3.7%
6,5120.0%0.04%
-4.4%
Q1 2019$219,000
-11.0%
6,5120.0%0.04%
-10.0%
Q3 2018$246,000
-2.8%
6,512
-3.7%
0.05%0.0%
Q2 2018$253,000
+10.0%
6,761
+0.0%
0.05%
+6.4%
Q1 2018$230,000
-4.2%
6,7580.0%0.05%
-4.1%
Q4 2017$240,000
+4.3%
6,758
+0.1%
0.05%0.0%
Q3 2017$230,000
+9.5%
6,7540.0%0.05%
+2.1%
Q2 2017$210,000
-14.3%
6,754
-8.3%
0.05%
-20.0%
Q1 2017$245,000
-4.3%
7,3680.0%0.06%
-15.5%
Q4 2016$256,000
+15.3%
7,368
+9.2%
0.07%
+12.7%
Q3 2016$222,000
-8.6%
6,747
-10.2%
0.06%
-13.7%
Q2 2016$243,000
+0.4%
7,512
+8.9%
0.07%
-13.1%
Q2 2015$242,000
+16.3%
6,901
+61.3%
0.08%
+5.0%
Q2 2014$208,0004,2790.08%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders