Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$766,255
-1.8%
2,245
-0.4%
0.07%0.0%
Q2 2023$780,155
+14.0%
2,255
+0.4%
0.07%
+4.4%
Q1 2023$684,113
+19.1%
2,2450.0%0.07%
+9.7%
Q4 2022$574,435
+2.2%
2,2450.0%0.06%
-6.1%
Q3 2022$562,000
-7.1%
2,2450.0%0.07%
-1.5%
Q2 2022$605,000
-21.8%
2,2450.0%0.07%
-10.7%
Q1 2022$774,000
-13.3%
2,2450.0%0.08%
-5.1%
Q4 2021$893,0002,2450.08%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders