Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 180 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$11,0000.0%3880.0%0.00%0.0%
Q2 2021$11,000
+10.0%
3880.0%0.00%0.0%
Q1 2021$10,000
+25.0%
3880.0%0.00%0.0%
Q4 2020$8,000
+33.3%
3880.0%0.00%0.0%
Q3 2020$6,000
-25.0%
3880.0%0.00%
-50.0%
Q2 2020$8,000
+300.0%
388
+249.5%
0.00%
+100.0%
Q1 2020$2,000
-33.3%
1110.0%0.00%0.0%
Q4 2019$3,0001110.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders