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 313 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is 12.52 and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders