Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 146 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders