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 ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders