Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 55 filers reported holding ISHARES TR in Q1 2020. 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 2021$10,0000.0%1000.0%0.00%0.0%
Q2 2021$10,000
+11.1%
1000.0%0.00%0.0%
Q1 2021$9,000
+12.5%
1000.0%0.00%0.0%
Q4 2020$8,000
+33.3%
1000.0%0.00%0.0%
Q3 2020$6,000
-70.0%
100
-68.8%
0.00%
-75.0%
Q2 2020$20,000
+11.1%
3200.0%0.00%
-20.0%
Q1 2020$18,000
-83.5%
320
-79.0%
0.01%
-80.8%
Q4 2019$109,0001,5240.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 55,271$6,247,0005.52%
Braun-Bostich & Associates Inc. 211,591$22,312,0005.32%
AFFINITY WEALTH MANAGEMENT LLC 211,591$22,312,0004.60%
Portfolio Strategies, Inc. 146,416$16,135,0003.01%
SPC Financial, Inc. 214,460$23,633,0002.64%
Cadent Capital Advisors, LLC 43,633$4,808,0002.12%
MinichMacGregor Wealth Management, LLC 56,456$6,221,0001.89%
L2 Asset Management, LLC 23,481$2,588,0001.81%
SOUTHERN CAPITAL ADVISORS, LLC 26,048$2,870,0001.77%
Empowered Funds, LLC 132,375$14,588,0001.64%
View complete list of ISHARES TR shareholders