Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 119 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$35,0000.0%1,3640.0%0.00%0.0%
Q2 2021$35,0000.0%1,3640.0%0.00%
-20.0%
Q1 2021$35,0000.0%1,3640.0%0.01%
-16.7%
Q4 2020$35,000
+40.0%
1,364
+39.8%
0.01%
+20.0%
Q3 2020$25,0000.0%9760.0%0.01%0.0%
Q2 2020$25,0000.0%9760.0%0.01%
-28.6%
Q1 2020$25,0000.0%9760.0%0.01%
+16.7%
Q4 2019$25,0009760.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 241,997$6,123,0001.61%
Fieldpoint Private Securities, LLC 61,700$1,561,0000.59%
Roof Eidam Maycock Peralta, LLC 44,685$1,131,0000.51%
LEAVELL INVESTMENT MANAGEMENT, INC. 159,932$4,046,0000.44%
Paulson Wealth Management Inc. 16,237$409,0000.37%
Asset Dedication, LLC 33,876$857,0000.32%
ETF Portfolio Partners, Inc. 20,093$508,0000.31%
MANAGED ACCOUNT SERVICES INC 18,440$465,0000.30%
Denver PWM, LLC 13,481$340,0000.26%
Carnegie Capital Asset Management, LLC 111,883$2,829,0000.23%
View complete list of ISHARES TR shareholders