Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.00 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 Q2 2020
NameSharesValueWeighting ↓
AMG National Trust Bank 568,441$29,297,0003.04%
Madden Advisory Services, Inc. 101,962$5,255,0002.73%
STRINGER ASSET MANAGEMENT, LLC 15,957$822,0001.20%
Atria Investments, Inc 190,047$9,795,0001.00%
Stillwater Capital Advisors, LLC 42,362$2,183,0000.73%
Noven Financial Group, Inc. 19,436$1,002,0000.73%
ACG Wealth 47,473$2,447,0000.69%
Winslow, Evans & Crocker, Inc. 32,172$1,658,074,0000.48%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 457,882$23,599,0000.41%
Pinnacle Summer Investments, Inc. 68,468$3,529,0000.39%
View complete list of ISHARES TR shareholders