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 208 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is 4.57 and the average weighting 0.1%.

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 Q1 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 214,282$6,246,3282.27%
Evolution Wealth Advisors, LLC 278,342$8,113,6621.81%
Axiom Advisory, LLC 65,219$1,901,1231.71%
Columbus Macro, LLC 79,450$2,315,9680.98%
Anfield Capital Management, LLC 55,660$1,622,4890.77%
United Community Bank 54,046$1,575,4410.77%
Atomi Financial Group, Inc. 62,831$1,831,5340.61%
NWAM LLC 180,146$5,251,2800.53%
CLIENT 1ST ADVISORY GROUP, LLC 27,798$810,2970.43%
PATTON ALBERTSON MILLER GROUP, LLC 74,845$2,181,7380.43%
View complete list of ISHARES U S ETF TR shareholders