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 ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders