Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$65,000
-1.5%
2,638
-1.6%
0.01%0.0%
Q2 2021$66,0000.0%2,680
+1.6%
0.01%
-30.0%
Q1 2021$66,0000.0%2,6380.0%0.01%
-16.7%
Q4 2020$66,000
+187.0%
2,638
+192.1%
0.01%
+140.0%
Q3 2020$23,0000.0%9030.0%0.01%0.0%
Q2 2020$23,0000.0%9030.0%0.01%
-16.7%
Q1 2020$23,0000.0%9030.0%0.01%
+20.0%
Q4 2019$23,0009030.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Guidant Wealth Advisors 189,434$4,724,0002.44%
CORDA Investment Management, LLC. 624,210$15,599,0002.22%
CAPITAL ADVISORS INC/OK 1,339,605$33,477,0002.09%
Day & Ennis, LLC 92,396$2,309,0001.99%
Trust Co 155,007$3,874,0001.79%
Gateway Advisory, LLC 214,647$5,364,0001.66%
Timber Creek Capital Management LLC 134,704$3,366,0001.29%
Hugh Johnson Advisors LLC 77,642$1,940,0000.62%
Patriot Financial Group Insurance Agency, LLC 22,965$573,0000.60%
Lenox Wealth Management, Inc. 49,064$1,226,0000.50%
View complete list of ISHARES TR shareholders