Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$6,0000.0%700.0%0.00%0.0%
Q2 2022$6,0000.0%700.0%0.00%0.0%
Q1 2022$6,0000.0%700.0%0.00%0.0%
Q4 2021$6,0000.0%700.0%0.00%0.0%
Q3 2021$6,000
+20.0%
700.0%0.00%0.0%
Q2 2021$5,000
+66.7%
70
+75.0%
0.00%
Q1 2021$3,0000.0%400.0%0.00%
-100.0%
Q4 2020$3,0000.0%40
+100.0%
0.00%0.0%
Q3 2020$3,0000.0%200.0%0.00%0.0%
Q2 2020$3,0000.0%200.0%0.00%0.0%
Q1 2020$3,0000.0%200.0%0.00%0.0%
Q4 2019$3,000200.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Destination Wealth Management 624,565$51,058,1631.90%
BOS Asset Management, LLC 25,808$2,109,8041.64%
First Citizens Financial Corp 22,212$1,815,8321.23%
San Luis Wealth Advisors LLC 41,232$3,3711.19%
LBMC INVESTMENT ADVISORS, LLC 123,300$10,079,7520.99%
Essex LLC 58,552$4,786,6260.67%
TAP Consulting, LLC 33,198$2,713,9340.67%
COUNTRY CLUB BANK 80,834$6,531,3870.52%
HOLDERNESS INVESTMENTS CO 17,000$1,389,7870.51%
Family Firm, Inc. 23,002$1,880,4190.50%
View complete list of ISHARES TR shareholders