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 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders