Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 139 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$20,000
-98.5%
299
-98.4%
0.00%
-98.6%
Q4 2021$1,305,000
+12.7%
18,364
+5.5%
0.14%
+7.0%
Q3 2021$1,158,000
-3.7%
17,402
-2.9%
0.13%
-2.3%
Q2 2021$1,202,000
+11.8%
17,924
+319.3%
0.13%
-17.5%
Q1 2021$1,075,000
+2400.0%
4,275
+1897.7%
0.16%
+1677.8%
Q2 2020$43,000
-4.4%
214
-23.6%
0.01%
-25.0%
Q1 2020$45,0002800.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders