Capital Asset Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 314 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
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 Q2 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 163,212$5,141,0004.53%
HILL ISLAND FINANCIAL LLC 138,766$4,371,0001.94%
IMPACTfolio, LLC 62,781$1,978,0001.86%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,608,460$50,667,0001.86%
WRAPMANAGER INC 177,301$5,585,0001.74%
HARVEST GROUP WEALTH MANAGEMENT, LLC 80,892$2,786,0001.72%
Northland Capital Management LLC 46,521$1,465,0001.35%
BLUESTEM FINANCIAL ADVISORS, LLC 60,705$1,912,0001.33%
RPg Family Wealth Advisory, LLC 61,681$1,943,0001.16%
Stephens Consulting, LLC 44,708$1,408,3161.15%
View complete list of ISHARES TR shareholders