Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 324 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,0000.0%200.0%0.00%0.0%
Q2 2022$5,000
-16.7%
200.0%0.00%0.0%
Q1 2022$6,0000.0%200.0%0.00%0.0%
Q4 2021$6,000
-60.0%
20
-63.0%
0.00%
-50.0%
Q3 2021$15,0000.0%540.0%0.00%0.0%
Q2 2021$15,000
+150.0%
54
+134.8%
0.00%
+100.0%
Q1 2021$6,0000.0%230.0%0.00%0.0%
Q4 2020$6,000
+20.0%
230.0%0.00%0.0%
Q3 2020$5,0000.0%230.0%0.00%0.0%
Q2 2020$5,0000.0%230.0%0.00%0.0%
Q1 2020$5,000
+25.0%
23
+15.0%
0.00%0.0%
Q4 2019$4,000200.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders