Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 169 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$66,000
-4.3%
1,829
-1.1%
0.01%
-12.5%
Q2 2021$69,000
+13.1%
1,849
+7.3%
0.01%
-11.1%
Q1 2021$61,000
+10.9%
1,7230.0%0.01%
-10.0%
Q4 2020$55,000
+14.6%
1,723
-7.0%
0.01%0.0%
Q3 2020$48,000
-4.0%
1,8530.0%0.01%
-9.1%
Q2 2020$50,000
+127.3%
1,853
+68.0%
0.01%
+83.3%
Q1 2020$22,000
-4.3%
1,103
+121.9%
0.01%
+20.0%
Q4 2019$23,0004970.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders