Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 130 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$195,000
-1.5%
6,632
+1.7%
0.02%0.0%
Q2 2021$198,000
+5.3%
6,522
-4.4%
0.02%
-21.4%
Q1 2021$188,000
+154.1%
6,820
+113.9%
0.03%
+115.4%
Q4 2020$74,000
+572.7%
3,188
+473.4%
0.01%
+550.0%
Q3 2020$11,000
-15.4%
5560.0%0.00%
-33.3%
Q2 2020$13,000
+550.0%
556
+826.7%
0.00%
Q4 2019$2,000600.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 321,389$11,564,0006.53%
MinichMacGregor Wealth Management, LLC 393,986$14,175,0005.84%
ODonnell Financial Services, LLC 187,102$6,723,0005.51%
Sowa Financial Group, Inc. 182,369$6,562,0005.00%
Milestone Advisory Partners 116,046$4,228,0003.43%
MENLO ADVISORS LLC 143,525$5,164,0003.42%
Family Firm, Inc. 262,974$9,462,0002.79%
AVALON CAPITAL MANAGEMENT 184,788$6,649,0002.72%
Zeit Capital LLC 54,440$1,959,0001.88%
INTERACTIVE FINANCIAL ADVISORS, INC. 66,187$2,369,0001.19%
View complete list of ISHARES TR shareholders