Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 297 filers reported holding ISHARES TR in Q4 2019. 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
Q3 2022$10,0000.0%145
+2.1%
0.00%0.0%
Q2 2022$10,0000.0%142
+23.5%
0.00%0.0%
Q1 2022$10,0000.0%115
+5.5%
0.00%0.0%
Q4 2021$10,000
+150.0%
109
+131.9%
0.00%
Q3 2021$4,0000.0%47
+2.2%
0.00%
Q2 2021$4,0000.0%460.0%0.00%
-100.0%
Q1 2021$4,000
+300.0%
46
+187.5%
0.00%
Q4 2020$1,0000.0%16
+100.0%
0.00%
Q3 2020$1,0000.0%80.0%0.00%
Q2 2020$1,000
-97.7%
8
-98.1%
0.00%
-100.0%
Q1 2020$44,000
-86.8%
415
-84.3%
0.01%
-84.6%
Q4 2019$333,0002,6350.08%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders