Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 319 filers reported holding ISHARES TR in Q4 2021. 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
Q2 2022$11,000
-15.4%
351
+0.3%
0.00%0.0%
Q1 2022$13,000
-31.6%
350
-26.3%
0.00%
-50.0%
Q4 2021$19,000
-26.9%
475
-29.9%
0.00%
-33.3%
Q3 2021$26,000
-3.7%
678
+0.1%
0.00%0.0%
Q2 2021$27,000
+17.4%
677
+0.1%
0.00%
-25.0%
Q4 2020$23,0006760.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Dunhill Financial, LLC 171,386$5,975,6073.92%
Financial Connections Group, Inc. 132,006$4,6883.07%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,950,435$69,279,4491.89%
BLUESTEM FINANCIAL ADVISORS, LLC 85,273$3,028,8821.83%
WRAPMANAGER INC 149,448$5,308,3931.63%
Parkside Advisors LLC 105,065$3,731,9251.16%
REGATTA CAPITAL GROUP, LLC 101,716$3,612,9701.15%
HILL ISLAND FINANCIAL LLC 83,369$2,961,2671.12%
Laurel Wealth Planning LLC 40,317$1,4321.02%
RPg Family Wealth Advisory, LLC 67,730$2,405,7700.96%
View complete list of ISHARES TR shareholders