Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2021
NameSharesValueWeighting ↓
Wealthquest Corp 159,008$4,080,0001.54%
Gateway Advisory, LLC 215,378$5,527,0001.43%
Paulson Wealth Management Inc. 48,938$1,256,0000.95%
Fieldpoint Private Securities, LLC 61,700$1,583,0000.66%
Guidance Point Advisors, LLC 41,138$1,055,0000.62%
Ferris Capital, LLC 65,074$1,670,0000.61%
LEAVELL INVESTMENT MANAGEMENT, INC. 190,467$4,887,0000.55%
Guidant Wealth Advisors 52,954$1,359,0000.53%
Roof Eidam Maycock Peralta, LLC 45,860$1,177,0000.46%
Legacy Private Trust Co. 142,260$3,650,0000.43%
View complete list of ISHARES TR shareholders