Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 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 ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders