Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,0000.0%1050.0%0.00%0.0%
Q2 2022$5,000
-28.6%
1050.0%0.00%0.0%
Q1 2022$7,000
-12.5%
1050.0%0.00%0.0%
Q4 2021$8,000
+14.3%
1050.0%0.00%0.0%
Q3 2021$7,0000.0%1050.0%0.00%0.0%
Q2 2021$7,000
+16.7%
105
+400.0%
0.00%0.0%
Q1 2021$6,0000.0%210.0%0.00%0.0%
Q4 2020$6,0000.0%210.0%0.00%0.0%
Q3 2020$6,000
+20.0%
210.0%0.00%0.0%
Q2 2020$5,000
+25.0%
210.0%0.00%0.0%
Q1 2020$4,000210.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Clearstead Trust, LLC 614,062$36,628,77812.05%
Aspire Wealth Management Corp 100,273$5,981,2764.55%
FAS Wealth Partners, Inc. 708,476$42,260,6044.52%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 157,335$9,385,0463.39%
DB Wealth Management Group, LLC 82,774$4,937,4453.12%
Sunburst Financial Group, LLC 140,491$8,380,2882.96%
Dentgroup LLC 64,114$3,824,3942.82%
Equitable Holdings, Inc. 3,188,526$190,195,5762.73%
Madison Wealth Partners, Inc 44,066$2,628,5341.33%
White Pine Investment CO 62,175$3,7091.30%
View complete list of ISHARES TR shareholders