Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 107 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,0000.0%700.0%0.00%
Q2 2022$3,000
-25.0%
700.0%0.00%
Q1 2022$4,0000.0%700.0%0.00%
Q4 2021$4,0000.0%700.0%0.00%
Q3 2021$4,0000.0%700.0%0.00%
Q2 2021$4,0000.0%700.0%0.00%
-100.0%
Q1 2021$4,000
-93.2%
70
-94.6%
0.00%
-90.0%
Q4 2020$59,000
+37.2%
1,3000.0%0.01%
+11.1%
Q3 2020$43,000
-8.5%
1,3000.0%0.01%
-10.0%
Q2 2020$47,000
+4600.0%
1,300
+3150.0%
0.01%
Q1 2020$1,000
-50.0%
400.0%0.00%
Q4 2019$2,000400.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders