Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 272 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 5.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,0000.0%200.0%0.00%0.0%
Q2 2022$5,000
-28.6%
200.0%0.00%0.0%
Q1 2022$7,000
-12.5%
200.0%0.00%0.0%
Q4 2021$8,000
-38.5%
20
-37.5%
0.00%0.0%
Q3 2021$13,000
+8.3%
320.0%0.00%0.0%
Q2 2021$12,000
-55.6%
32
-59.5%
0.00%
-75.0%
Q1 2021$27,000
+575.0%
79
+558.3%
0.00%
+300.0%
Q4 2020$4,0000.0%120.0%0.00%0.0%
Q3 2020$4,000
+33.3%
120.0%0.00%0.0%
Q2 2020$3,000
-96.8%
12
-96.6%
0.00%
-95.5%
Q4 2019$93,0003570.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders