NewEdge Advisors, LLC - 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
NewEdge Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$33,861
+12.2%
1,1620.0%0.00%
Q2 2023$30,179
-46.9%
1,162
-44.7%
0.00%
-100.0%
Q1 2023$56,787
-72.0%
2,101
-78.2%
0.00%
-80.0%
Q4 2022$202,844
-96.4%
9,641
-93.8%
0.01%
-94.5%
Q3 2022$5,560,000
-44.6%
155,643
-36.5%
0.09%
-45.2%
Q2 2022$10,040,000
+29.6%
245,236
+26.8%
0.17%
+32.8%
Q1 2022$7,745,000
+55.5%
193,360
+19.9%
0.12%
+66.7%
Q4 2021$4,981,000
+10.0%
161,285
+27.7%
0.08%
-33.0%
Q3 2021$4,527,000
+7.8%
126,299
+3.8%
0.11%0.0%
Q2 2021$4,199,000121,7000.11%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 1,414,724$50,703,0007.38%
MCMORGAN & CO LLC 885,038$31,720,0006.36%
Pettinga Financial Advisors LLC 415,174$14,880,0003.80%
Intelligence Driven Advisers, LLC 450,305$16,751,0003.76%
Williams Financial, LLC 113,037$4,051,0003.51%
Goodwin Investment Advisory 84,368$3,016,0002.93%
HawsGoodwin Investment Management LLC 267,896$9,601,0002.91%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 201,167$7,210,0002.86%
Tri-Star Advisors Inc. 155,921$5,897,0002.59%
ONE Advisory Partners, LLC 114,608$4,108,0002.55%
View complete list of ISHARES U S ETF TR shareholders