Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 137 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$596,054
-3.8%
2,4220.0%0.06%
-1.8%
Q2 2023$619,548
+3.5%
2,4220.0%0.06%
-5.1%
Q1 2023$598,743
-7.7%
2,4220.0%0.06%
-15.7%
Q4 2022$648,345
+4.7%
2,4220.0%0.07%
-4.1%
Q3 2022$619,0000.0%2,4220.0%0.07%
+7.4%
Q2 2022$619,000
-9.6%
2,4220.0%0.07%
+1.5%
Q1 2022$685,000
-2.6%
2,4220.0%0.07%
+6.3%
Q4 2021$703,000
+8.7%
2,4220.0%0.06%
-4.5%
Q3 2021$647,000
+0.3%
2,4220.0%0.07%
-1.5%
Q2 2021$645,000
+5.7%
2,4220.0%0.07%
-25.6%
Q1 2021$610,000
+7.4%
2,4220.0%0.09%0.0%
Q4 2020$568,000
+16.2%
2,4220.0%0.09%
+2.3%
Q3 2020$489,000
+4.7%
2,4220.0%0.09%
-5.4%
Q2 2020$467,000
+15.6%
2,4220.0%0.09%
-3.1%
Q1 2020$404,000
-16.9%
2,4220.0%0.10%0.0%
Q4 2019$486,000
+24.0%
2,4220.0%0.10%
+18.5%
Q3 2019$392,000
-5.5%
2,4220.0%0.08%
-3.6%
Q2 2019$415,000
+2.0%
2,4220.0%0.08%0.0%
Q1 2019$407,000
+1.8%
2,4220.0%0.08%
-7.7%
Q4 2018$400,000
-17.4%
2,4220.0%0.09%
-7.1%
Q3 2018$484,000
+13.9%
2,4220.0%0.10%
+16.7%
Q2 2018$425,000
+11.3%
2,4220.0%0.08%
+6.3%
Q1 2018$382,000
+0.5%
2,4220.0%0.08%
+2.6%
Q4 2017$380,000
+6.1%
2,4220.0%0.08%0.0%
Q3 2017$358,000
-0.6%
2,4220.0%0.08%
-7.2%
Q2 2017$360,000
+4.7%
2,422
-5.5%
0.08%
-2.4%
Q1 2017$344,000
+7.2%
2,5630.0%0.08%
-4.5%
Q4 2016$321,0002,5630.09%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Jackson Financial Management 79,766$12,511,00011.43%
Spruce Investment Advisors LLC 7,475$1,172,0002.42%
Wharton Business Group, LLC 60,580$9,501,0000.99%
FMA ADVISORY INC 12,001$1,882,0000.88%
Certified Advisory Corp 6,355$996,0000.72%
Hills Bank & Trust Co 13,409$2,103,0000.62%
Crewe Advisors LLC 3,110$488,0000.48%
MURPHY CAPITAL MANAGEMENT INC 21,675$3,399,0000.47%
WESPAC Advisors, LLC 3,084$484,0000.45%
BerganKDV Wealth Management, LLC 9,095$1,426,0000.34%
View complete list of ISHARES TR shareholders