Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 136 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.

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$301,0006,1000.06%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders