Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 8.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$201,000
-17.3%
5,510
-10.6%
0.02%
-9.1%
Q4 2021$243,000
+0.8%
6,160
+0.1%
0.02%
-12.0%
Q3 2021$241,000
-0.4%
6,153
+0.1%
0.02%0.0%
Q2 2021$242,000
+2.5%
6,147
+0.1%
0.02%
-28.6%
Q1 2021$236,000
-0.4%
6,142
-0.0%
0.04%
-7.9%
Q4 2020$237,000
-11.9%
6,145
-13.1%
0.04%
-30.9%
Q4 2017$269,000
-22.7%
7,068
-21.2%
0.06%
-25.7%
Q3 2017$348,000
+6.4%
8,975
+7.6%
0.07%
-1.3%
Q2 2017$327,000
-27.2%
8,342
-28.2%
0.08%
-32.4%
Q1 2017$449,000
+53.8%
11,615
+48.2%
0.11%
+37.0%
Q4 2016$292,000
-64.8%
7,838
-62.7%
0.08%
-65.7%
Q3 2016$830,000
+245.8%
21,025
+249.2%
0.24%
+223.3%
Q2 2016$240,000
+3.0%
6,021
+0.6%
0.07%
-14.1%
Q4 2015$233,000
+8.9%
5,987
+8.1%
0.08%
+6.2%
Q3 2015$214,000
-0.5%
5,537
+1.0%
0.08%
+6.7%
Q2 2015$215,000
-6.9%
5,481
-4.9%
0.08%
-9.6%
Q1 2015$231,000
+2.7%
5,764
+1.2%
0.08%0.0%
Q4 2014$225,000
-2.6%
5,693
-3.9%
0.08%
-17.8%
Q1 2014$231,000
+8.5%
5,922
+2.5%
0.10%
+6.3%
Q4 2013$213,0005,7780.10%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders