Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 295 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,0000.0%540.0%0.00%
Q2 2022$2,000
-33.3%
540.0%0.00%
Q1 2022$3,0000.0%540.0%0.00%
Q4 2021$3,0000.0%540.0%0.00%
Q3 2021$3,0000.0%54
+500.0%
0.00%
Q2 2021$3,0000.0%90.0%0.00%
Q1 2021$3,000
-80.0%
9
-82.4%
0.00%
-100.0%
Q4 2020$15,000
+650.0%
51
+466.7%
0.00%
Q3 2020$2,0000.0%90.0%0.00%
Q2 2020$2,0000.0%90.0%0.00%
-100.0%
Q1 2020$2,0000.0%90.0%0.00%
Q4 2019$2,00090.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders