Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

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 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders