Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

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 Q1 2020
NameSharesValueWeighting ↓
First National Bank of Hutchinson 416,375$13,107,0006.49%
Chicago Wealth Management, Inc. 221,158$6,962,0005.53%
Fountainhead AM, LLC 250,504$7,886,0004.19%
COWA, LLC 178,695$5,725,0003.44%
Berkeley Capital Partners, LLC 225,003$7,083,0003.42%
Wilshire Advisors LLC 91,678$2,886,0002.73%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,269,0002.72%
Sterling Financial Planning, Inc. 114,657$3,609,0002.57%
Murphy, Middleton, Hinkle & Parker, Inc. 113,549$3,575,0002.08%
MONETA GROUP INVESTMENT ADVISORS LLC 1,081,004$34,030,0001.80%
View complete list of ISHARES TR shareholders