ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 178 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,713,585 | -15.3% | 68,352 | -1.5% | 0.02% | -22.7% |
| Q3 2023 | $2,023,331 | +25.6% | 69,411 | +76.4% | 0.02% | +10.0% |
| Q2 2022 | $1,611,000 | +18.4% | 39,349 | +15.8% | 0.02% | +33.3% |
| Q1 2022 | $1,361,000 | +18.2% | 33,979 | -8.8% | 0.02% | +25.0% |
| Q4 2021 | $1,151,000 | -9.1% | 37,268 | +5.5% | 0.01% | -20.0% |
| Q3 2021 | $1,266,000 | +14.2% | 35,331 | +9.9% | 0.02% | +15.4% |
| Q2 2021 | $1,109,000 | +20.5% | 32,144 | +4.5% | 0.01% | +8.3% |
| Q1 2021 | $920,000 | +4.4% | 30,757 | -6.8% | 0.01% | -7.7% |
| Q4 2020 | $881,000 | +3.4% | 33,015 | -3.2% | 0.01% | -13.3% |
| Q3 2020 | $852,000 | – | 34,115 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,196,203 | $42,728,000 | 5.28% |
| Northwest Capital Management Inc | 217,845 | $7,781,000 | 4.51% |
| Evolution Wealth Advisors, LLC | 446,172 | $15,937,000 | 4.37% |
| Boyce & Associates Wealth Consulting, Inc. | 51,990 | $1,857,000 | 3.82% |
| PALLADIEM, LLC | 101,682 | $3,632,000 | 3.81% |
| Ledge Wealth Management, Inc. | 153,138 | $5,470,000 | 3.35% |
| Pettinga Financial Advisors LLC | 247,833 | $8,853,000 | 3.04% |
| Scissortail Wealth Management, LLC | 139,403 | $5,380,000 | 2.79% |
| MCMORGAN & CO LLC | 308,380 | $11,015,000 | 2.60% |
| Peak Financial Management, Inc. | 173,753 | $6,206,000 | 2.59% |