Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$16,000
-11.1%
2860.0%0.00%0.0%
Q2 2022$18,000
-88.9%
286
-87.3%
0.00%
-88.2%
Q1 2022$162,000
-6.4%
2,2520.0%0.02%
-5.6%
Q4 2021$173,000
+1.8%
2,252
-0.4%
0.02%
-5.3%
Q3 2021$170,000
-2.9%
2,262
-2.4%
0.02%0.0%
Q2 2021$175,000
-84.3%
2,317
-84.8%
0.02%
-88.6%
Q1 2021$1,115,000
+70.0%
15,272
+70.8%
0.17%
+41.9%
Q4 2020$656,000
-10.5%
8,942
-16.9%
0.12%
-23.5%
Q3 2020$733,000
+3.5%
10,755
+2.8%
0.15%
+0.7%
Q2 2020$708,000
+29.0%
10,460
+21.8%
0.15%
+4.1%
Q1 2020$549,000
-11.6%
8,590
+4.7%
0.15%0.0%
Q4 2019$621,000
+50.7%
8,208
+45.9%
0.15%
-46.7%
Q3 2019$412,000
+52.6%
5,627
+51.1%
0.27%
+31.7%
Q2 2019$270,000
-12.6%
3,723
-13.2%
0.21%
-48.0%
Q1 2019$309,000
-47.2%
4,287
-51.1%
0.40%
-28.6%
Q4 2018$585,000
+74.1%
8,772
+89.9%
0.56%
+97.9%
Q3 2018$336,000
-4.0%
4,619
-6.1%
0.28%
-10.4%
Q2 2018$350,000
+14.4%
4,920
+18.3%
0.32%
+11.7%
Q1 2018$306,000
-0.6%
4,159
-1.6%
0.28%
+1.4%
Q4 2017$308,000
-18.7%
4,225
-20.9%
0.28%
-18.7%
Q3 2017$379,000
+1.3%
5,340
-1.1%
0.34%
+42.9%
Q2 2017$374,000
-3.1%
5,402
-7.6%
0.24%
-14.0%
Q1 2017$386,0005,8460.28%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders