Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 113 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders