Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 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 Q3 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders