Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 148 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 2.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,000
-91.7%
10
-88.1%
0.00%
-100.0%
Q2 2021$12,0000.0%840.0%0.00%
-50.0%
Q1 2021$12,000
-50.0%
84
-43.6%
0.00%
-50.0%
Q4 2020$24,000
+71.4%
149
+77.4%
0.00%
+33.3%
Q3 2020$14,0000.0%840.0%0.00%0.0%
Q2 2020$14,0000.0%840.0%0.00%
-25.0%
Q1 2020$14,000
+7.7%
840.0%0.00%
+33.3%
Q4 2019$13,000
-93.7%
84
-94.0%
0.00%
-98.9%
Q2 2016$207,0001,4090.27%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
NewEdge Advisors, LLC 142,149$20,484,0003.24%
Ifrah Financial Services, Inc. 45,680$6,615,0002.63%
WBI INVESTMENTS, LLC 350,574$50,770,0001.94%
SFMG, LLC 60,944$8,826,0001.94%
LifePlan Financial Group, Inc 16,909$2,449,0001.68%
Cardan Capital Partners, LLC 32,789$4,749,0001.06%
Knowledge Leaders Capital, LLC 20,031$2,901,0000.97%
CUTLER INVESTMENT COUNSEL LLC 17,290$2,504,0000.68%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 35,129$5,087,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,642$672,0000.34%
View complete list of ISHARES TR shareholders