Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$588,315
-6.1%
26,687
-2.5%
0.04%
-9.1%
Q2 2023$626,203
-6.0%
27,381
-3.9%
0.04%
-12.0%
Q1 2023$666,003
-8.0%
28,486
-10.6%
0.05%
-13.8%
Q4 2022$723,632
+263.6%
31,850
+335.1%
0.06%
+65.7%
Q4 2020$199,000
-1.5%
7,320
+1.0%
0.04%
-16.7%
Q3 2020$202,0007,2450.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 506,665$11,511,43915.75%
Nationwide Fund Advisors 5,175,512$117,587,63312.03%
ACCESS FINANCIAL SERVICES, INC. 711,312$16,161,0099.87%
PRUDENT INVESTORS NETWORK, INC. 845,286$19,204,8989.07%
Spectrum Asset Management, Inc. (NB/CA) 820,369$18,638,7859.04%
SCS Capital Management LLC 11,442,736$259,9797.65%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,356,953$98,989,9787.56%
FFG RETIREMENT ADVISORS LLC 349,030$7,929,9627.23%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 710,361$16,139,4026.76%
CLIENT 1ST ADVISORY GROUP, LLC 507,684$11,534,5896.74%
View complete list of ISHARES TR shareholders