Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 313 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,002,527
+44.9%
34,392
+29.2%
0.04%
+39.3%
Q2 2023$691,744
+39.0%
26,626
+44.6%
0.03%
+27.3%
Q1 2023$497,812
+10.8%
18,417
+15.5%
0.02%
+4.8%
Q4 2022$449,320
-40.4%
15,939
-24.5%
0.02%
-47.5%
Q3 2022$754,000
+14.8%
21,105
+31.5%
0.04%
+17.6%
Q2 2022$657,000
-14.6%
16,055
-16.5%
0.03%
-10.5%
Q1 2022$769,000
+28.4%
19,219
-0.8%
0.04%
+26.7%
Q4 2021$599,000
+37.1%
19,383
-0.5%
0.03%
-37.5%
Q1 2020$437,000
-87.9%
19,486
-82.2%
0.05%
-87.8%
Q4 2019$3,599,000
-2.4%
109,363
-6.5%
0.40%
-11.4%
Q3 2019$3,687,000
-40.9%
116,913
-38.7%
0.45%
-45.1%
Q2 2019$6,235,000
+34.7%
190,683
+36.2%
0.81%
+20.5%
Q1 2019$4,630,000
+46.2%
140,002
+34.8%
0.67%
+25.3%
Q4 2018$3,167,000
+21.8%
103,880
+55.5%
0.54%
+16.7%
Q3 2018$2,600,000
+27.3%
66,795
+27.8%
0.46%
+20.7%
Q2 2018$2,042,000
+8.9%
52,277
+3.0%
0.38%
+3.0%
Q1 2018$1,875,000
-5.7%
50,774
-7.2%
0.37%
-12.9%
Q4 2017$1,988,000
+12.4%
54,692
+7.7%
0.43%
+4.4%
Q3 2017$1,769,000
+7.0%
50,7620.0%0.41%
+1.2%
Q2 2017$1,654,00050,7620.40%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Northwest Capital Management Inc 204,079$5,752,9843.06%
PALLADIEM, LLC 103,263$2,910,9883.02%
BKA Wealth Consulting, Inc. 54,312$1,531,0462.93%
MCMORGAN & CO LLC 405,493$11,430,8492.45%
Scarborough Advisors, LLC 312,625$8,812,9122.36%
Pettinga Financial Advisors LLC 224,870$6,339,0882.07%
Peak Financial Management, Inc. 177,336$4,999,0971.97%
Axiom Advisory, LLC 62,226$1,754,2281.86%
Evolution Wealth Advisors, LLC 240,199$6,771,1721.71%
OmniStar Financial Group, Inc. 48,058$1,354,7641.54%
View complete list of ISHARES U S ETF TR shareholders