Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

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 2022
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,379,875$132,620,00038.53%
Johnson Midwest Financial, LLC 5,826$5,625,00021.48%
KEATING INVESTMENT COUNSELORS INC 489,665$47,062,00021.08%
GoalFusion Wealth Management, LLC 179,838$17,284,00016.35%
Deane Retirement Strategies, Inc. 268,536$25,814,00015.84%
Walker Financial Services, Inc. 174,407$16,762,20915.66%
San Luis Wealth Advisors LLC 131,437$12,632,00013.23%
M. Kulyk & Associates, LLC 381,491$36,665,00012.75%
New Capital Management LP 223,828$21,512,00011.80%
Wilshire Advisors LLC 201,505$19,367,00011.09%
View complete list of ISHARES TR shareholders