ISHARES U S ETF TR's ticker is IETC and the CUSIP is 46431W648.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,000 | -30.8% | 21,718 | -28.4% | 0.00% | – |
| Q2 2023 | $1,671,000 | +145.4% | 30,322 | +110.0% | 0.00% | – |
| Q1 2023 | $681,000 | -21.7% | 14,441 | -32.2% | 0.00% | – |
| Q4 2022 | $870,000 | -29.0% | 21,313 | -31.2% | 0.00% | – |
| Q3 2022 | $1,225,000 | -49.2% | 30,958 | -45.7% | 0.00% | -100.0% |
| Q2 2022 | $2,410,000 | -18.6% | 56,968 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $2,959,000 | +1386.9% | 53,630 | +1544.6% | 0.00% | – |
| Q4 2021 | $199,000 | +142.7% | 3,261 | +122.3% | 0.00% | – |
| Q3 2021 | $82,000 | -16.3% | 1,467 | -17.4% | 0.00% | – |
| Q2 2021 | $98,000 | -25.2% | 1,777 | -33.9% | 0.00% | – |
| Q1 2021 | $131,000 | +2.3% | 2,690 | -10.4% | 0.00% | – |
| Q3 2020 | $128,000 | +1063.6% | 3,001 | +917.3% | 0.00% | – |
| Q2 2020 | $11,000 | +22.2% | 295 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | – | 295 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 12,658 | $696,000 | 0.21% |
| Bay Harbor Wealth Management, LLC | 5,833 | $321,000 | 0.14% |
| Financial Partners Group, Inc | 8,161 | $449,000 | 0.12% |
| RETIREMENT CAPITAL STRATEGIES | 4,990 | $275,000 | 0.10% |
| Moloney Securities Asset Management, LLC | 4,680 | $257,000 | 0.05% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7,360 | $404,000 | 0.04% |
| NWAM LLC | 6,624 | $364,000 | 0.03% |
| Regal Investment Advisors LLC | 5,958 | $328,000 | 0.03% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 7,175 | $395,000 | 0.03% |
| KCM INVESTMENT ADVISORS LLC | 11,636 | $640,000 | 0.03% |