Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 228 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,939,403
+14.7%
55,034
+12.1%
0.10%
+8.2%
Q1 2024$1,690,315
+24047.4%
49,080
+22622.2%
0.10%
+9600.0%
Q2 2021$7,000
-92.6%
216
-92.8%
0.00%
-95.5%
Q4 2019$94,0003,0010.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Mercer Investments LLC 794,521$8,284,015,00022.34%
Private Vista, LLC 1,820,031$54,027,00016.22%
PARK AVENUE SECURITIES LLC 1,858,982$55,360,00014.34%
HARVEST CAPITAL MANAGEMENT INC 1,114,092$33,072,00012.49%
Syntal Capital Partners, LLC 1,141,787$34,247,00010.47%
Horan Capital Advisors, LLC. 857,510$25,456,0008.28%
Ally Financial Inc. 1,030,000$30,576,0005.90%
WESCAP Management Group, Inc. 492,003$14,605,0005.76%
COLDSTREAM CAPITAL MANAGEMENT INC 1,667,642$49,504,0005.37%
FIRST HAWAIIAN BANK 1,289,385$38,275,0004.85%
View complete list of ISHARES TR shareholders