Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 286 filers reported holding ISHARES TR in Q1 2020. 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 Q1 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders