Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$19,000
+5.6%
227
+0.9%
0.00%0.0%
Q2 2022$18,000
-5.3%
225
+0.4%
0.00%0.0%
Q1 2022$19,000
+111.1%
224
+46.4%
0.00%
+100.0%
Q4 2021$9,0000.0%153
+1.3%
0.00%0.0%
Q3 2021$9,000
-18.2%
151
-19.7%
0.00%0.0%
Q2 2021$11,000
+22.2%
188
+0.5%
0.00%0.0%
Q1 2021$9,000
+28.6%
1870.0%0.00%0.0%
Q4 2020$7,000
+40.0%
187
+0.5%
0.00%0.0%
Q3 2020$5,000
-16.7%
186
+1.6%
0.00%0.0%
Q2 2020$6,0000.0%1830.0%0.00%
-50.0%
Q1 2020$6,000
-33.3%
183
+1.1%
0.00%0.0%
Q4 2019$9,0001810.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 38,984$3,035,0003.15%
COTTONWOOD CAPITAL ADVISORS, LLC 36,752$2,861,0002.59%
SPC Financial, Inc. 238,539$18,570,0002.29%
Cadent Capital Advisors, LLC 48,088$3,744,0002.12%
Audent Global Asset Management, LLC 19,234$1,497,0001.03%
Telemetry Investments, L.L.C. 10,000$778,0000.92%
MinichMacGregor Wealth Management, LLC 28,281$2,201,0000.91%
Meadow Creek Wealth Advisors LLC 7,215$562,0000.69%
Endowment Wealth Management, Inc. 6,867$535,0000.64%
Well Done, LLC 36,571$2,847,0000.63%
View complete list of ISHARES TR shareholders