AVANTAX ADVISORY SERVICES, INC. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 66 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,088,329
+26.6%
21,129
+21.7%
0.01%
+20.0%
Q2 2023$859,830
-41.0%
17,367
-38.6%
0.01%
-44.4%
Q1 2023$1,457,954
+22.1%
28,299
+29.2%
0.02%
+12.5%
Q4 2022$1,193,722
+7.4%
21,899
+8.4%
0.02%
-5.9%
Q3 2022$1,111,000
-12.1%
20,201
-6.9%
0.02%
-10.5%
Q2 2022$1,264,000
-5.0%
21,699
+0.2%
0.02%
+5.6%
Q1 2022$1,331,00021,6620.02%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Alaska Permanent Capital Management 744,853$38,416,7373.40%
Octavia Wealth Advisors, LLC 293,902$15,138,8923.07%
Horizons Wealth Management 78,073$4,021,5532.93%
Alaska Wealth Advisors 307,903$15,860,0842.53%
Intrepid Financial Planning Group LLC 73,489$3,785,4181.96%
Disciplina Capital Management LLC 78,897$4,063,9840.84%
FDx Advisors, Inc. 103,277$5,3200.44%
Strategic Advocates LLC 17,306$891,4320.42%
Wolf Group Capital Advisors 11,019$567,5890.27%
Evergreen Wealth Solutions, LLC 4,700$242,0970.24%
View complete list of ISHARES U S ETF TR shareholders