Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$91,000
+68.5%
4,746
+66.6%
0.01%
+100.0%
Q2 2022$54,000
-5.3%
2,849
+8.4%
0.01%0.0%
Q1 2022$57,000
-6.6%
2,629
-8.7%
0.01%0.0%
Q4 2021$61,000
-25.6%
2,878
-24.1%
0.01%
-33.3%
Q3 2021$82,000
-6.8%
3,793
+1.3%
0.01%
-10.0%
Q2 2021$88,000
+22.2%
3,745
+26.3%
0.01%
-9.1%
Q1 2021$72,000
-13.3%
2,966
+1.4%
0.01%
-26.7%
Q4 2020$83,000
+59.6%
2,926
+5.0%
0.02%
+36.4%
Q3 2020$52,000
+18.2%
2,7870.0%0.01%
+22.2%
Q2 2020$44,000
+46.7%
2,787
-1.5%
0.01%
+12.5%
Q1 2020$30,000
+275.0%
2,829
+375.5%
0.01%
+300.0%
Q4 2019$8,0005950.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders