Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$17,000
-57.5%
61
-54.8%
0.00%
-50.0%
Q2 2022$40,000
-23.1%
135
+0.7%
0.00%
-33.3%
Q1 2022$52,0001340.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Brouwer & Janachowski, LLC 163,723$66,141,00011.49%
Stuart Chaussee & Associates, Inc. 46,533$18,798,0008.31%
GM Advisory Group, LLC 118,360$47,815,0004.90%
Mathes Company, Inc. 33,688$13,609,0004.90%
Legacy Financial Strategies, LLC 25,250$10,201,0004.89%
Apexium Financial, LP 13,894$5,615,0003.49%
Equitable Holdings, Inc. 474,150$191,547,0003.30%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 66,457$26,847,2993.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 169,409$68,438,0003.07%
Campion Asset Management 7,985$3,226,0002.68%
View complete list of ISHARES TR shareholders