Avidian Wealth Solutions, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 216 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$241,371
-58.1%
8,930
-56.3%
0.01%
-65.8%
Q4 2022$576,415
-14.9%
20,448
+7.9%
0.04%
-22.4%
Q3 2022$677,000
-13.0%
18,946
-0.3%
0.05%
-10.9%
Q2 2022$778,000
-42.1%
19,005
-43.3%
0.06%
-32.9%
Q1 2022$1,343,000
+49.4%
33,529
+15.2%
0.08%
+46.4%
Q4 2021$899,000
+35.6%
29,104
+57.3%
0.06%
+9.8%
Q3 2021$663,000
-1.3%
18,501
-5.0%
0.05%
-1.9%
Q2 2021$672,00019,4820.05%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
PALLADIEM, LLC 236,992$9,702,0009.64%
Northwest Capital Management Inc 370,622$15,173,0007.95%
TRUE Private Wealth Advisors 1,200,085$49,131,0007.15%
Williams Financial, LLC 145,642$5,963,0004.85%
Scarborough Advisors, LLC 338,335$13,851,0004.72%
MCMORGAN & CO LLC 502,160$20,558,0004.60%
Evolution Wealth Advisors, LLC 440,269$18,025,0004.56%
Ledge Wealth Management, Inc. 157,715$6,457,0003.97%
BKA Wealth Consulting, Inc. 48,443$1,983,0003.60%
Axiom Advisory, LLC 66,839$2,737,0003.04%
View complete list of ISHARES U S ETF TR shareholders