Evanson Asset Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 127 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.41 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$359,000
-4.8%
6,1000.0%0.04%
+2.9%
Q4 2021$377,000
+7.7%
6,1000.0%0.03%
-5.6%
Q3 2021$350,000
-0.3%
6,1000.0%0.04%
-2.7%
Q2 2021$351,000
+1.4%
6,1000.0%0.04%
-27.5%
Q1 2021$346,000
+24.9%
6,1000.0%0.05%
+15.9%
Q4 2020$277,000
+38.5%
6,1000.0%0.04%
+22.2%
Q3 2020$200,000
-2.9%
6,1000.0%0.04%
-12.2%
Q2 2020$206,000
-33.8%
6,1000.0%0.04%
-32.8%
Q4 2019$311,000
+9.5%
6,1000.0%0.06%
+5.2%
Q3 2019$284,000
+1.4%
6,1000.0%0.06%
+1.8%
Q2 2019$280,000
+5.7%
6,1000.0%0.06%
+3.6%
Q1 2019$265,000
+9.1%
6,1000.0%0.06%
-1.8%
Q4 2018$243,000
-18.7%
6,1000.0%0.06%
-8.2%
Q3 2018$299,000
-0.3%
6,1000.0%0.06%
+3.4%
Q2 2018$300,000
-2.3%
6,1000.0%0.06%
-6.3%
Q1 2018$307,000
+2.0%
6,1000.0%0.06%
+3.3%
Q4 2017$301,000–6,100–0.06%–
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Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
SPC Financial, Inc. 245,570$11,186,0002.96%
MinichMacGregor Wealth Management, LLC 71,625$3,262,0002.83%
HOWARD CAPITAL MANAGEMENT 310,244$14,132,0002.22%
MARTIN & CO INC /TN/ 125,119$5,699,0001.76%
Financial Management Professionals, Inc. 71,436$3,253,0001.48%
BTR CAPITAL MANAGEMENT INC 154,896$7,056,0001.45%
OLD SECOND NATIONAL BANK OF AURORA 71,303$3,248,0001.40%
VESTOR CAPITAL, LLC 47,238$2,152,0000.52%
NEXT Financial Group, Inc 46,578$2,122,000,0000.52%
AlphaMark Advisors, LLC 18,120$825,0000.35%
View complete list of ISHARES TR shareholders