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

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$417,307
-22.9%
14,316
-31.3%
0.01%
-16.7%
Q2 2023$541,254
-4.2%
20,833
-0.3%
0.01%
-14.3%
Q1 2023$564,774
-72.1%
20,894
-70.9%
0.01%
-74.1%
Q4 2022$2,026,515
+41.5%
71,888
+79.4%
0.03%
+22.7%
Q3 2022$1,432,000
-58.8%
40,076
-52.8%
0.02%
-57.7%
Q2 2022$3,479,000
+36.6%
84,975
+33.8%
0.05%
+48.6%
Q1 2022$2,547,000
+76.3%
63,527
+35.8%
0.04%
+59.1%
Q4 2021$1,445,000
+9.8%
46,782
+27.9%
0.02%0.0%
Q3 2021$1,316,000
+112.3%
36,578
+102.5%
0.02%
+100.0%
Q2 2021$620,00018,0670.01%
Other shareholders
ISHARES U S ETF TR shareholders Q1 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