Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q2 2021. 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 2021
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 8,597$1,239,0000.86%
M Holdings Securities, Inc. 7,185$1,035,0000.47%
Madden Advisory Services, Inc. 4,490$646,0000.40%
SMITH CHAS P & ASSOCIATES PA CPAS 20,089$2,907,0000.25%
Ausdal Financial Partners, Inc. 2,670$385,0000.19%
BRR OpCo, LLC 2,125$306,0000.10%
Virtu Financial LLC 3,488$503,0000.09%
ADELL HARRIMAN & CARPENTER INC 2,251$324,363,0000.08%
NATIONAL PLANNING CORP 3,673$496,0000.04%
MCF Advisors LLC 967$139,0000.03%
View complete list of ISHARES TR shareholders