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Ishares Tr shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 4.5k 57.30
2025-06-30 $303k 5.6k 53.69
2025-03-31 $240k 5.1k 47.20
2024-12-31 $243k 4.8k 50.59
2024-09-30 $216k 4.3k 49.62

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr