Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 70 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$265,000
-11.1%
6,0000.0%0.03%
-3.7%
Q4 2021$298,000
-4.5%
6,0000.0%0.03%
-15.6%
Q3 2021$312,000
+0.3%
6,0000.0%0.03%0.0%
Q2 2021$311,000
+3.7%
6,000
+500.0%
0.03%
-27.3%
Q1 2021$300,000
-1.3%
1,0000.0%0.04%
-8.3%
Q4 2020$304,000
+27.7%
1,0000.0%0.05%
+11.6%
Q3 2020$238,000
+7.7%
1,0000.0%0.04%
-2.3%
Q2 2020$221,000
+4.2%
1,0000.0%0.04%
+4.8%
Q4 2019$212,000
+3.9%
1,0000.0%0.04%
+2.4%
Q2 2019$204,000
-4.2%
1,0000.0%0.04%
-4.7%
Q3 2018$213,0001,0000.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders