ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 178 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,694,987 | +71.3% | 62,065 | +69.4% | 0.00% | +33.3% |
| Q1 2024 | $989,434 | +69.7% | 36,646 | +57.5% | 0.00% | +50.0% |
| Q4 2023 | $583,151 | -35.5% | 23,261 | -25.0% | 0.00% | -50.0% |
| Q3 2023 | $904,424 | -22.3% | 31,027 | -30.7% | 0.00% | -20.0% |
| Q2 2023 | $1,163,327 | +119.4% | 44,778 | +128.3% | 0.01% | +400.0% |
| Q1 2023 | $530,194 | -54.3% | 19,615 | -52.4% | 0.00% | -85.7% |
| Q4 2022 | $1,161,089 | +351.8% | 41,187 | +541.0% | 0.01% | +75.0% |
| Q1 2022 | $257,000 | – | 6,425 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,196,203 | $42,728,000 | 5.28% |
| Northwest Capital Management Inc | 217,845 | $7,781,000 | 4.51% |
| Evolution Wealth Advisors, LLC | 446,172 | $15,937,000 | 4.37% |
| Boyce & Associates Wealth Consulting, Inc. | 51,990 | $1,857,000 | 3.82% |
| PALLADIEM, LLC | 101,682 | $3,632,000 | 3.81% |
| Ledge Wealth Management, Inc. | 153,138 | $5,470,000 | 3.35% |
| Pettinga Financial Advisors LLC | 247,833 | $8,853,000 | 3.04% |
| Scissortail Wealth Management, LLC | 139,403 | $5,380,000 | 2.79% |
| MCMORGAN & CO LLC | 308,380 | $11,015,000 | 2.60% |
| Peak Financial Management, Inc. | 173,753 | $6,206,000 | 2.59% |