Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 119 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$10,0000.0%1000.0%0.00%0.0%
Q2 2021$10,000
+11.1%
1000.0%0.00%0.0%
Q1 2021$9,000
+12.5%
1000.0%0.00%0.0%
Q4 2020$8,000
+33.3%
1000.0%0.00%0.0%
Q3 2020$6,000
-70.0%
100
-68.8%
0.00%
-75.0%
Q2 2020$20,000
+11.1%
3200.0%0.00%
-20.0%
Q1 2020$18,000
-83.5%
320
-79.0%
0.01%
-80.8%
Q4 2019$109,0001,5240.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders