Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 92 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 38,843$3,333,1413.07%
Audent Global Asset Management, LLC 11,223$963,0801.35%
Riggs Asset Managment Co. Inc. 22,812$1,957,5000.76%
Independent Family Office, LLC 14,308$1,227,7710.71%
Wealth Management Partners, LLC 11,075$950,3470.66%
VIAWEALTH, LLC 9,548$819,3940.65%
Endowment Wealth Management, Inc. 6,992$595,0010.60%
MARTIN & CO INC /TN/ 24,871$2,134,1830.55%
Teamwork Financial Advisors, LLC 31,232$2,680,0620.50%
SAXON INTERESTS, INC. 8,724$748,5640.42%
View complete list of ISHARES TR shareholders