Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 67 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,0000.0%160.0%0.00%
Q2 2021$1,0000.0%160.0%0.00%
Q1 2021$1,0000.0%160.0%0.00%
Q4 2020$1,0000.0%160.0%0.00%
Q3 2020$1,0000.0%160.0%0.00%
Q2 2020$1,000
-94.1%
16
-93.8%
0.00%
-100.0%
Q4 2019$17,0002560.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Newfound Research LLC 63,433$4,135,0003.58%
Pathway Financial Advisors LLC 124,503$8,115,0002.39%
Destination Wealth Management 100,457$6,548,0000.36%
Versant Capital Management, Inc 8,931$582,0000.26%
WRAPMANAGER INC 12,232$797,0000.26%
Morningstar Investment Services LLC 184,864$12,050,0000.20%
Cranbrook Wealth Management, LLC 10,080$657,0000.19%
Concorde Asset Management, LLC 4,760$310,0000.18%
Slow Capital, Inc. 5,538$361,0000.15%
NTV ASSET MANAGEMENT LLC 5,600$365,0000.10%
View complete list of ISHARES TR shareholders