Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$233,990
+963.6%
6,156
+1095.3%
0.02%
+375.0%
Q4 2020$22,000
-72.5%
515
-73.5%
0.00%
-76.5%
Q2 2020$80,000
-14.9%
1,944
-22.1%
0.02%
-32.0%
Q1 2020$94,000
-56.7%
2,495
-53.0%
0.02%
-51.0%
Q4 2019$217,0005,3080.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 190,477$8,661,0005.64%
Compass Ion Advisors, LLC 323,609$14,715,0004.73%
Weaver Consulting Group 181,467$8,251,0003.97%
TIEDEMANN ADVISORS, LLC 1,517,044$68,990,0003.36%
Investment Advisory Group, LLC 107,389$4,702,0003.01%
FURE FINANCIAL CORP 76,058$3,458,0002.40%
Beacon Financial Advisory LLC 104,542$4,754,0002.20%
Weitzel Financial Services, Inc. 65,876$2,995,381,0001.81%
RESTON WEALTH MANAGEMENT LLC 52,151$2,371,0001.15%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 71,417$3,247,0001.11%
View complete list of ISHARES TR shareholders