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 322 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
Creative Planning ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$281,966
+3.4%
10,325
+2.2%
0.00%
Q1 2024$272,789
-34.1%
10,103
-38.9%
0.00%
-100.0%
Q4 2023$414,236
-22.7%
16,523
-10.2%
0.00%0.0%
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 Q3 2022
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders