Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$8,000
-11.1%
3380.0%0.00%0.0%
Q2 2022$9,000
-18.2%
3380.0%0.00%0.0%
Q1 2022$11,0000.0%3380.0%0.00%0.0%
Q4 2021$11,000
+10.0%
3380.0%0.00%0.0%
Q3 2021$10,000
-9.1%
3380.0%0.00%0.0%
Q2 2021$11,0000.0%3380.0%0.00%
-50.0%
Q1 2021$11,000
+10.0%
3380.0%0.00%0.0%
Q4 2020$10,000
+25.0%
3380.0%0.00%0.0%
Q3 2020$8,000
-11.1%
3380.0%0.00%0.0%
Q2 2020$9,000
+12.5%
3380.0%0.00%0.0%
Q1 2020$8,000
-27.3%
3380.0%0.00%
-33.3%
Q4 2019$11,0003380.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders