Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q4 2019. 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 2022$2,000
-50.0%
15
-60.5%
0.00%
Q2 2022$4,000
-20.0%
380.0%0.00%
-100.0%
Q1 2022$5,0000.0%380.0%0.00%0.0%
Q4 2021$5,0000.0%380.0%0.00%0.0%
Q3 2021$5,000
-16.7%
380.0%0.00%0.0%
Q2 2021$6,0000.0%380.0%0.00%0.0%
Q1 2021$6,000
+20.0%
380.0%0.00%0.0%
Q4 2020$5,000
+66.7%
380.0%0.00%0.0%
Q3 2020$3,000
-25.0%
380.0%0.00%0.0%
Q2 2020$4,000
+33.3%
380.0%0.00%0.0%
Q1 2020$3,000
-25.0%
380.0%0.00%0.0%
Q4 2019$4,000380.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MD Financial Management Inc. 577,769$57,482,0002.89%
One Capital Management, LLC 182,586$18,165,0002.79%
ARKANSAS FINANCIAL GROUP, INC. 81,236$8,082,0002.68%
Efficient Advisors, LLC 149,898$14,913,0002.60%
Harborview Advisors, LLC 29,698$2,955,0002.26%
Schoolcraft Capital LLC 36,942$3,675,3121.87%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,961$4,473,0001.76%
Parkside Advisors LLC 35,625$3,544,0001.58%
WESCAP Management Group, Inc. 40,397$4,019,0001.56%
DOWLING & YAHNKE LLC 193,870$19,288,0001.48%
View complete list of ISHARES TR shareholders