Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 162 filers reported holding ISHARES TR in Q2 2020. 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 Q2 2020
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders