Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 128 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$14,000
-83.3%
555
-82.8%
0.00%
-88.9%
Q4 2021$84,0000.0%3,2270.0%0.01%0.0%
Q3 2021$84,000
-1.2%
3,2270.0%0.01%0.0%
Q2 2021$85,0000.0%3,2270.0%0.01%
-30.8%
Q1 2021$85,000
+21.4%
3,227
+20.8%
0.01%
+8.3%
Q4 2020$70,000
+233.3%
2,672
+243.4%
0.01%
+200.0%
Q3 2020$21,0000.0%7780.0%0.00%
-20.0%
Q2 2020$21,000
+5.0%
7780.0%0.01%0.0%
Q1 2020$20,0000.0%7780.0%0.01%0.0%
Q4 2019$20,0007780.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders