Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 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 Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders