Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders