Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 308 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2021
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders