Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 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 Q3 2021
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 94,980$25,651,2496.98%
Sowa Financial Group, Inc. 34,404$9,2926.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 42,634$11,514,1686.10%
First Citizens Financial Corp 21,694$5,858,8994.13%
HC Advisors, LLC 15,817$4,271,6972.54%
ETFIDEA, LLC 20,177$5,449,2792.31%
MRA Advisory Group 11,633$3,141,6722.24%
Oakworth Capital, Inc. 78,780$21,275,8101.93%
FINANCIAL LIFE ADVISORS 14,296$3,862,1311.66%
Mine & Arao Wealth Creation & Management, LLC. 9,603$2,593,3891.58%
View complete list of ISHARES TR shareholders