Evanson Asset Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$440,000
-2.4%
5,2000.0%0.04%
+7.5%
Q4 2021$451,000
+6.9%
5,2000.0%0.04%
-7.0%
Q3 2021$422,000
+0.2%
5,2000.0%0.04%
-2.3%
Q2 2021$421,000
+8.2%
5,2000.0%0.04%
-22.8%
Q1 2021$389,000
+12.1%
5,2000.0%0.06%
+3.6%
Q4 2020$347,000
+17.6%
5,200
+100.0%
0.06%
+3.8%
Q3 2020$295,000
+3.1%
2,6000.0%0.05%
-7.0%
Q2 2020$286,000
+13.0%
2,6000.0%0.06%
-5.0%
Q1 2020$253,000
-29.3%
2,6000.0%0.06%
-14.3%
Q4 2019$358,000
+6.9%
2,6000.0%0.07%
+1.4%
Q3 2019$335,000
+2.4%
2,6000.0%0.07%
+4.5%
Q2 2019$327,000
+6.5%
2,6000.0%0.07%
+4.8%
Q1 2019$307,000
+10.8%
2,6000.0%0.06%0.0%
Q4 2018$277,000
-12.3%
2,6000.0%0.06%
-1.6%
Q3 2018$316,000
+3.6%
2,6000.0%0.06%
+6.7%
Q2 2018$305,000
-0.3%
2,6000.0%0.06%
-4.8%
Q1 2018$306,000
-1.6%
2,6000.0%0.06%0.0%
Q4 2017$311,000–2,600–0.06%–
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Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders