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 ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders