Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,000
+16.7%
87
+26.1%
0.00%0.0%
Q2 2022$6,000
-14.3%
690.0%0.00%0.0%
Q1 2022$7,000
-12.5%
690.0%0.00%0.0%
Q4 2021$8,000
-27.3%
69
-37.3%
0.00%0.0%
Q3 2021$11,000
-66.7%
110
-66.0%
0.00%
-75.0%
Q2 2021$33,0000.0%324
-11.7%
0.00%
-20.0%
Q1 2021$33,000
+13.8%
367
+13.3%
0.01%0.0%
Q4 2020$29,000
+11.5%
3240.0%0.01%0.0%
Q3 2020$26,000
+4.0%
3240.0%0.01%0.0%
Q2 2020$25,000
-3.8%
324
-19.2%
0.01%
-28.6%
Q1 2020$26,000
-86.7%
401
-85.1%
0.01%
-84.8%
Q4 2019$195,0002,6950.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders