Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 138 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.97 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 Q1 2020
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 493,875$20,807,00013.88%
Flaharty Asset Management, LLC 276,781$11,661,0004.42%
Proficio Capital Partners LLC 133,025$5,604,0002.09%
SMH CAPITAL ADVISORS INC 17,123$721,0001.58%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320,418$13,499,0001.32%
Cornerstone Wealth Group, LLC 116,684$4,916,0001.23%
Edge Wealth Management LLC 115,837$4,880,0001.12%
TCG Advisors, LP 31,215$1,315,0000.95%
IFP Advisors, Inc 314,932$13,248,0000.89%
Nan Shan Life Insurance Co., Ltd. 652,014$27,469,0000.76%
View complete list of ISHARES TR shareholders