Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$200,666
-1.6%
2,0560.0%0.02%
-10.0%
Q1 2023$204,017
-2.4%
2,0560.0%0.02%
-13.0%
Q2 2022$209,000
-3.2%
2,0560.0%0.02%
+9.5%
Q1 2022$216,000
-0.9%
2,0560.0%0.02%
+10.5%
Q4 2021$218,0000.0%2,0560.0%0.02%
-13.6%
Q3 2021$218,000
-0.5%
2,0560.0%0.02%
-4.3%
Q2 2021$219,000
+0.9%
2,0560.0%0.02%
-28.1%
Q1 2021$217,000
+0.9%
2,0560.0%0.03%
-5.9%
Q4 2020$215,000
+0.5%
2,0560.0%0.03%
-12.8%
Q3 2020$214,000
+1.4%
2,0560.0%0.04%
-7.1%
Q2 2020$211,000
+2.9%
2,0560.0%0.04%
-14.3%
Q1 2020$205,000
-1.0%
2,0560.0%0.05%
+19.5%
Q4 2019$207,000
+0.5%
2,0560.0%0.04%
-2.4%
Q3 2019$206,000
-0.5%
2,0560.0%0.04%0.0%
Q2 2019$207,0002,0560.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders