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 ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders