Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUS and the CUSIP is 464288497. A total of 44 filers reported holding ISHARES TR in Q4 2018. 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
Q1 2022$336,000
-12.3%
5,5080.0%0.03%
-2.9%
Q4 2021$383,000
-0.5%
5,5080.0%0.03%
-15.0%
Q3 2021$385,000
+0.8%
5,5080.0%0.04%0.0%
Q2 2021$382,000
+5.5%
5,5080.0%0.04%
-24.5%
Q1 2021$362,000
+5.8%
5,5080.0%0.05%
-1.9%
Q4 2020$342,000
+20.4%
5,5080.0%0.05%
+5.9%
Q3 2020$284,000
+9.7%
5,5080.0%0.05%0.0%
Q2 2020$259,000
+22.7%
5,5080.0%0.05%
+2.0%
Q1 2020$211,000
-31.3%
5,5080.0%0.05%
-16.7%
Q4 2019$307,000
+14.6%
5,5080.0%0.06%
+9.1%
Q3 2019$268,000
-2.9%
5,5080.0%0.06%
-1.8%
Q2 2019$276,000
-0.7%
5,5080.0%0.06%
-1.8%
Q1 2019$278,000
+12.6%
5,5080.0%0.06%
+1.8%
Q4 2018$247,000
-19.0%
5,5080.0%0.06%
-9.7%
Q3 2018$305,000
-1.6%
5,5080.0%0.06%
+1.6%
Q2 2018$310,000
+0.6%
5,508
+3.5%
0.06%
-3.2%
Q1 2018$308,000
+23.2%
5,320
+23.1%
0.06%
+23.5%
Q4 2017$250,0004,3200.05%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Janney Capital Management LLC 365,013$19,4731.46%
COURIER CAPITAL LLC 76,735$4,093,8270.45%
Financial Alternatives, Inc 4,360$232,6060.22%
InTrack Investment Management Inc 3,805$204,4430.19%
Sweet Financial Partners, LLC 9,755$520,4290.14%
Matisse Capital 3,788$202,0900.13%
Lee Financial Co 11,883$633,9590.11%
Cedar Wealth Management, LLC 4,763$254,1040.10%
Full Sail Capital, LLC 14,200$757,5700.07%
ASHFORD CAPITAL MANAGEMENT INC 5,862$312,7380.05%
View complete list of ISHARES TR shareholders