Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 28,405$2,961,0002.84%
ALTFEST L J & CO INC 56,006$5,838,0001.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,209$2,315,0001.01%
Game Plan Financial Advisors, LLC 14,771$1,540,0000.92%
BigSur Wealth Management LLC 18,750$1,955,0000.88%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,618,0000.84%
Family Legacy, Inc. 14,132$1,523,0000.68%
WESPAC Advisors SoCal, LLC 18,741$1,989,0000.65%
BCK CAPITAL MANAGEMENT LP 10,352$1,079,0000.64%
Joseph P. Lucia & Associates, LLC 10,056$1,048,0000.62%
View complete list of ISHARES TR shareholders