Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 265 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$210,773
-28.5%
2,168
-27.0%
0.02%
-31.8%
Q1 2023$294,614
-13.9%
2,969
-15.9%
0.02%
-18.5%
Q4 2022$342,172
+584.3%
3,529
+629.1%
0.03%
+170.0%
Q3 2020$50,000
+6.4%
484
+7.6%
0.01%0.0%
Q2 2020$47,000
+9.3%
450
+6.9%
0.01%
-9.1%
Q1 2020$43,000
-14.0%
421
-15.5%
0.01%
-8.3%
Q4 2019$50,0004980.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders