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 Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $574,894 | -9.3% | 11,641 | -12.0% | 0.02% | -13.8% |
Q1 2024 | $634,091 | +3.1% | 13,224 | +1.2% | 0.03% | -50.0% |
Q4 2023 | $614,947 | +4.7% | 13,069 | +14.7% | 0.06% | -12.1% |
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% | – |
Download |
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% |