ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 55 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,111 | -7.3% | 11,398 | -10.9% | 0.07% | 0.0% |
| Q2 2023 | $633,134 | +7.2% | 12,788 | +11.5% | 0.07% | +4.8% |
| Q1 2023 | $590,780 | -5.1% | 11,467 | +0.4% | 0.06% | -18.2% |
| Q4 2022 | $622,722 | -2.5% | 11,424 | -1.7% | 0.08% | -4.9% |
| Q3 2022 | $639,000 | +12.7% | 11,621 | +19.3% | 0.08% | +22.7% |
| Q2 2022 | $567,000 | – | 9,741 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 264,934 | $13,649,400 | 3.07% |
| Horizons Wealth Management | 76,965 | $3,965,261 | 2.91% |
| Alaska Permanent Capital Management | 609,146 | $31,383,202 | 2.88% |
| Smith Anglin Financial, LLC | 368,648 | $18,992,741 | 2.83% |
| Intrepid Financial Planning Group LLC | 83,655 | $4,309,906 | 2.17% |
| Ameliora Wealth Management Ltd. | 48,524 | $2,499,956 | 1.46% |
| Disciplina Capital Management LLC | 101,356 | $5,221,861 | 1.29% |
| SageView Advisory Group, LLC | 284,031 | $14,633,254 | 0.93% |
| Evergreen Wealth Solutions, LLC | 7,625 | $393 | 0.46% |
| FIRST NATIONAL CORP /MA/ /ADV | 23,983 | $1,235,588 | 0.29% |