Creative Planning - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 50 filers reported holding ISHARES U S ETF TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$536,204
+48.7%
18,395
+32.5%
0.00%
Q2 2023$360,593
-10.8%
13,880
-7.2%
0.00%
-100.0%
Q1 2023$404,438
-20.3%
14,963
-16.9%
0.00%0.0%
Q4 2022$507,567
-14.0%
18,005
+9.0%
0.00%0.0%
Q3 2022$590,000
+1.2%
16,517
+16.1%
0.00%0.0%
Q2 2022$583,000
+19.7%
14,228
+17.1%
0.00%0.0%
Q1 2022$487,000
+36.0%
12,149
+4.8%
0.00%0.0%
Q4 2021$358,000
+19.7%
11,592
+39.0%
0.00%0.0%
Q3 2021$299,000
+48.8%
8,339
+24.0%
0.00%
Q1 2021$201,000
-39.8%
6,726
-49.7%
0.00%
-100.0%
Q3 2020$334,000
+8250.0%
13,385
+10962.0%
0.00%
Q2 2017$4,000
-69.2%
121
-67.6%
0.00%
Q1 2017$13,000
+44.4%
373
+40.2%
0.00%
Q4 2016$9,000
-82.4%
266
-82.9%
0.00%
Q3 2016$51,000
+1600.0%
1,555
+1439.6%
0.00%
Q2 2016$3,000
-86.4%
101
-87.0%
0.00%
Q1 2016$22,000
+29.4%
777
+74.6%
0.00%
Q1 2015$17,0004450.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2016
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