Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 166 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders