Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$8,000
-94.0%
165
-93.6%
0.00%
-93.3%
Q2 2021$133,000
-6.3%
2,591
-6.2%
0.02%
-28.6%
Q1 2021$142,000
+22.4%
2,761
+23.3%
0.02%0.0%
Q4 2020$116,000
+123.1%
2,240
+120.7%
0.02%
+90.9%
Q3 2020$52,000
-1.9%
1,015
-1.3%
0.01%0.0%
Q2 2020$53,000
+15.2%
1,028
+15.0%
0.01%
-8.3%
Q1 2020$46,000
-4.2%
894
-5.7%
0.01%
+9.1%
Q4 2019$48,0009480.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders