GRIES FINANCIAL LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 313 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
GRIES FINANCIAL LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$3,992
-99.9%
141,624
-16.3%
1.32%
-48.2%
Q3 2022$6,044,000
-44.4%
169,204
-37.6%
2.56%
-36.1%
Q1 2022$10,867,000
+66.8%
271,328
+28.6%
4.00%
+50.2%
Q4 2021$6,516,000
+42.9%
211,019
+65.9%
2.66%
+86.2%
Q3 2021$4,559,000127,2041.43%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 580,023$21,414,0003.68%
Peak Financial Management, Inc. 177,378$6,549,0003.11%
Windhaven Investment Management, Inc. 4,044,981$149,341,0001.92%
Claybrook Capital, LLC 68,000$2,511,0001.64%
Stone House Investment Management, LLC 60,317$2,227,0001.45%
3EDGE Asset Management, LP 390,300$14,409,0001.12%
FLAGSHIP HARBOR ADVISORS, LLC 78,693$2,852,0000.85%
Brinker Capital Investments, LLC 587,276$21,682,0000.70%
Well Done, LLC 42,340$1,563,0000.48%
Sutton Wealth Advisors Inc. 15,399$568,5310.41%
View complete list of ISHARES U S ETF TR shareholders