Pensionmark Financial Group, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$542,742
-23.6%
19,253
-3.2%
0.12%
-26.6%
Q3 2022$710,000
-8.0%
19,889
-1.9%
0.17%
+4.3%
Q2 2022$772,000
-28.3%
20,268
-24.6%
0.16%
-27.7%
Q1 2022$1,077,000
+81.6%
26,891
+55.6%
0.22%
+80.6%
Q4 2021$593,000
+108.8%
17,283
+117.9%
0.12%
+93.8%
Q3 2021$284,000
+39.2%
7,931
+33.9%
0.06%
+36.2%
Q2 2021$204,0005,9210.05%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 580,023$21,414,0003.68%
Peak Financial Management, Inc. 177,378$6,549,0003.11%
Windhaven Investment Management, Inc. 4,044,981$149,341,0001.92%
Claybrook Capital, LLC 68,000$2,511,0001.64%
Stone House Investment Management, LLC 60,317$2,227,0001.45%
3EDGE Asset Management, LP 390,300$14,409,0001.12%
FLAGSHIP HARBOR ADVISORS, LLC 78,693$2,852,0000.85%
Brinker Capital Investments, LLC 587,276$21,682,0000.70%
Well Done, LLC 42,340$1,563,0000.48%
Sutton Wealth Advisors Inc. 15,399$568,5310.41%
View complete list of ISHARES U S ETF TR shareholders