Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 74 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.00 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 Q1 2020
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders