Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 958 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 7.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$535,235
-7.4%
17,355
-6.3%
0.04%
-14.0%
Q1 2023$577,965
+0.3%
18,513
-1.9%
0.04%
-6.5%
Q4 2022$576,123
-15.9%
18,871
-12.7%
0.05%
-48.3%
Q3 2022$685,000
-16.7%
21,625
-13.5%
0.09%
-2.2%
Q2 2022$822,000
-32.1%
25,011
-24.7%
0.09%
-29.5%
Q1 2022$1,210,000
-51.8%
33,228
-47.8%
0.13%
-51.7%
Q4 2021$2,512,000
-0.6%
63,698
-2.1%
0.27%
-5.0%
Q3 2021$2,526,000
+11.3%
65,097
+12.8%
0.28%
+12.9%
Q2 2021$2,269,000
-2.9%
57,694
-5.1%
0.25%
-28.4%
Q1 2021$2,336,000
+0.4%
60,821
+0.7%
0.35%
-15.9%
Q4 2020$2,327,000
-1.9%
60,418
-7.2%
0.41%
-16.7%
Q3 2020$2,372,000
+33.0%
65,073
+31.8%
0.50%
+29.8%
Q2 2020$1,783,000
+1201.5%
49,360
+1112.2%
0.38%
+963.9%
Q1 2020$137,000
-37.7%
4,072
-29.2%
0.04%
-30.8%
Q4 2019$220,000
-33.3%
5,751
-33.6%
0.05%
-82.6%
Q4 2017$330,000
-12.9%
8,665
-11.2%
0.30%
-12.8%
Q3 2017$379,000
+8.6%
9,758
+9.3%
0.34%
+53.1%
Q2 2017$349,000
+4.8%
8,925
+3.7%
0.22%
-7.1%
Q1 2017$333,000
-3.5%
8,605
-7.2%
0.24%
-17.7%
Q4 2016$345,000
-7.8%
9,270
-2.1%
0.29%
-40.8%
Q3 2016$374,000
+15.4%
9,465
+16.6%
0.50%
+15.9%
Q2 2016$324,0008,1150.43%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders