Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 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$1,0000.0%30.0%0.00%
Q2 2022$1,0000.0%30.0%0.00%
Q1 2022$1,0000.0%30.0%0.00%
Q4 2021$1,000
-98.2%
3
-99.0%
0.00%
-100.0%
Q3 2021$57,0000.0%3090.0%0.01%0.0%
Q2 2021$57,000
-14.9%
309
-18.5%
0.01%
-40.0%
Q1 2021$67,000
-1.5%
3790.0%0.01%
-16.7%
Q4 2020$68,000
+13.3%
379
+3.3%
0.01%
-7.7%
Q3 2020$60,000
+1.7%
3670.0%0.01%0.0%
Q2 2020$59,000
+96.7%
367
+83.5%
0.01%
+62.5%
Q1 2020$30,000200
+6566.7%
0.01%
Q4 2019$030.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders