Avior Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 292 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2024$25,299
+7.7%
9370.0%0.00%0.0%
Q4 2023$23,490
-18.8%
937
-5.6%
0.00%
-50.0%
Q3 2023$28,945
+3.3%
993
-8.0%
0.00%0.0%
Q2 2023$28,032
-3.9%
1,0790.0%0.00%0.0%
Q1 2023$29,165
+0.5%
1,079
+4.9%
0.00%0.0%
Q4 2022$29,021
-40.8%
1,029
-25.4%
0.00%
-50.0%
Q3 2022$49,000
+880.0%
1,379
+985.8%
0.00%
+300.0%
Q2 2022$5,0000.0%1270.0%0.00%
Q1 2022$5,000
-37.5%
127
-52.3%
0.00%
-100.0%
Q4 2021$8,000
+14.3%
266
+20.4%
0.00%0.0%
Q3 2021$7,000221
+4320.0%
0.00%
Q2 2021$0
-100.0%
5
-79.2%
0.00%
-100.0%
Q4 2015$1,000240.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,196,203$42,728,0005.28%
Northwest Capital Management Inc 217,845$7,781,0004.51%
Evolution Wealth Advisors, LLC 446,172$15,937,0004.37%
Boyce & Associates Wealth Consulting, Inc. 51,990$1,857,0003.82%
PALLADIEM, LLC 101,682$3,632,0003.81%
Ledge Wealth Management, Inc. 153,138$5,470,0003.35%
Pettinga Financial Advisors LLC 247,833$8,853,0003.04%
Scissortail Wealth Management, LLC 139,403$5,380,0002.79%
MCMORGAN & CO LLC 308,380$11,015,0002.60%
Peak Financial Management, Inc. 173,753$6,206,0002.59%
View complete list of ISHARES U S ETF TR shareholders