Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 323 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

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
-16.7%
200.0%0.00%0.0%
Q1 2022$6,0000.0%200.0%0.00%0.0%
Q4 2021$6,000
-60.0%
20
-63.0%
0.00%
-50.0%
Q3 2021$15,0000.0%540.0%0.00%0.0%
Q2 2021$15,000
+150.0%
54
+134.8%
0.00%
+100.0%
Q1 2021$6,0000.0%230.0%0.00%0.0%
Q4 2020$6,000
+20.0%
230.0%0.00%0.0%
Q3 2020$5,0000.0%230.0%0.00%0.0%
Q2 2020$5,0000.0%230.0%0.00%0.0%
Q1 2020$5,000
+25.0%
23
+15.0%
0.00%0.0%
Q4 2019$4,000200.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders