Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 164 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,0000.0%1050.0%0.00%0.0%
Q2 2022$5,000
-28.6%
1050.0%0.00%0.0%
Q1 2022$7,000
-12.5%
1050.0%0.00%0.0%
Q4 2021$8,000
+14.3%
1050.0%0.00%0.0%
Q3 2021$7,0000.0%1050.0%0.00%0.0%
Q2 2021$7,000
+16.7%
105
+400.0%
0.00%0.0%
Q1 2021$6,0000.0%210.0%0.00%0.0%
Q4 2020$6,0000.0%210.0%0.00%0.0%
Q3 2020$6,000
+20.0%
210.0%0.00%0.0%
Q2 2020$5,000
+25.0%
210.0%0.00%0.0%
Q1 2020$4,000210.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders