Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$58,000
-14.7%
640
-7.2%
0.01%
+14.3%
Q2 2022$68,000
-22.7%
690
-12.7%
0.01%
-22.2%
Q1 2022$88,000
+780.0%
790
+690.0%
0.01%
+800.0%
Q4 2021$10,000
-96.2%
100
-96.0%
0.00%
-96.6%
Q3 2021$261,000
-15.0%
2,502
-10.6%
0.03%
-14.7%
Q2 2021$307,000
+0.3%
2,800
-4.8%
0.03%
-26.1%
Q1 2021$306,000
+3.7%
2,940
-5.6%
0.05%
-11.5%
Q4 2020$295,000
+15.7%
3,116
+93.8%
0.05%
-1.9%
Q3 2020$255,000
-21.8%
1,608
-15.0%
0.05%
-24.3%
Q2 2020$326,000
+16.0%
1,891
-4.6%
0.07%
-6.7%
Q1 2020$281,000
-51.0%
1,983
-17.3%
0.08%
-44.4%
Q4 2019$573,000
+15.3%
2,399
+8.5%
0.14%
-59.2%
Q3 2019$497,000
+14.5%
2,212
+9.1%
0.33%
-0.9%
Q2 2019$434,000
+0.5%
2,027
-19.0%
0.33%
-19.1%
Q4 2018$432,000
-23.9%
2,502
-4.6%
0.41%
-13.8%
Q3 2018$568,000
+16.2%
2,623
+3.2%
0.48%
+8.6%
Q2 2018$489,000
-5.8%
2,541
-3.1%
0.44%
-8.1%
Q1 2018$519,0000.0%2,623
-4.9%
0.48%
+1.9%
Q4 2017$519,0002,7570.47%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders