Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$503,000
+2.9%
2,2390.0%0.10%
-1.0%
Q1 2018$489,000
+1.2%
2,2390.0%0.10%
+3.1%
Q4 2017$483,000
-19.5%
2,239
-24.4%
0.10%
-23.4%
Q3 2017$600,000
+16.7%
2,963
+13.4%
0.13%
+8.5%
Q2 2017$514,000
+3.0%
2,6130.0%0.12%
-4.1%
Q1 2017$499,000
+4.8%
2,6130.0%0.12%
-6.8%
Q4 2016$476,000
+4.2%
2,6130.0%0.13%
+1.5%
Q3 2016$457,000
+3.4%
2,6130.0%0.13%
-3.0%
Q2 2016$442,000
+4.0%
2,6130.0%0.13%
-7.6%
Q1 2016$425,000
-8.2%
2,613
-9.0%
0.14%
-14.2%
Q4 2015$463,000
+2.7%
2,8730.0%0.17%0.0%
Q3 2015$451,000
-7.4%
2,873
+0.0%
0.17%
-0.6%
Q2 2015$487,000
+8.7%
2,872
+9.9%
0.17%
+6.2%
Q1 2015$448,000
+7.4%
2,6130.0%0.16%
+3.9%
Q4 2014$417,000
+3.0%
2,613
-2.2%
0.15%
-6.7%
Q3 2014$405,000
-3.6%
2,673
+0.0%
0.16%
+1.2%
Q2 2014$420,000
+5.0%
2,672
+2.3%
0.16%
-7.4%
Q1 2014$400,000
+1.8%
2,6130.0%0.18%
+0.6%
Q4 2013$393,0002,6130.18%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders