Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 102 filers reported holding ISHARES TR in Q2 2017. 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
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 Q2 2017
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders