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 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders