Evanson Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2021
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders