Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$565,587
-30.2%
5,133
-30.2%
0.04%
-31.6%
Q2 2023$809,935
-10.7%
7,349
-10.5%
0.06%
-14.9%
Q1 2023$906,874
-66.8%
8,207
-33.0%
0.07%
-69.3%
Q4 2022$2,728,214
-2.0%
12,253
-51.5%
0.22%
-29.0%
Q2 2022$2,784,000
-15.7%
25,285
-15.6%
0.31%
-12.5%
Q1 2022$3,303,000
+0.6%
29,955
+0.8%
0.35%
+0.9%
Q4 2021$3,282,000
+29.7%
29,727
+29.7%
0.35%
+23.4%
Q3 2021$2,531,000
-5.7%
22,912
-5.7%
0.28%
-4.1%
Q2 2021$2,684,000
-9.3%
24,292
-9.3%
0.29%
-33.3%
Q1 2021$2,960,000
-0.5%
26,787
-0.5%
0.44%
-16.6%
Q4 2020$2,976,000
+5.0%
26,927
+5.2%
0.53%
-10.8%
Q3 2020$2,833,000
-0.3%
25,594
-0.3%
0.59%
-2.8%
Q2 2020$2,841,000
-15.4%
25,660
-15.3%
0.61%
-31.5%
Q1 2020$3,357,000
+75.8%
30,299
+75.2%
0.89%
+98.4%
Q4 2019$1,910,00017,2910.45%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders