Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$10,0000.0%1450.0%0.00%0.0%
Q2 2022$10,000
-16.7%
1450.0%0.00%0.0%
Q1 2022$12,000
+20.0%
145
+20.8%
0.00%0.0%
Q4 2021$10,000
-75.6%
120
-76.1%
0.00%
-80.0%
Q3 2021$41,000
-19.6%
502
-19.7%
0.01%
-16.7%
Q2 2021$51,000
+8.5%
6250.0%0.01%
-14.3%
Q1 2021$47,000
+14.6%
625
+2.8%
0.01%0.0%
Q4 2020$41,000
+51.9%
608
+152.3%
0.01%
+16.7%
Q3 2020$27,000
+575.0%
241
+588.6%
0.01%
+500.0%
Q2 2020$4,000
+300.0%
35
+133.3%
0.00%
Q1 2020$1,000
-50.0%
150.0%0.00%
Q4 2019$2,000150.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders