Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 73 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2020
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders