Peak Financial Management, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 284 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
Peak Financial Management, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$6,246,328
+17.4%
214,282
+4.6%
2.27%
+19.9%
Q2 2023$5,322,712
+1.3%
204,877
+5.4%
1.90%
-3.0%
Q1 2023$5,255,493
+5.1%
194,432
+9.6%
1.95%
-0.6%
Q4 2022$4,999,097
-19.4%
177,336
+2.1%
1.97%
-24.0%
Q3 2022$6,206,000
-17.7%
173,753
-5.7%
2.59%
-10.8%
Q2 2022$7,540,000
+2.3%
184,173
+0.1%
2.90%
+17.4%
Q1 2022$7,372,000
+36.9%
184,064
+5.6%
2.47%
+41.7%
Q4 2021$5,383,000
-15.2%
174,306
-1.6%
1.74%
-19.0%
Q3 2021$6,347,000
+6.8%
177,095
+2.8%
2.15%
+6.6%
Q2 2021$5,942,000
+20.8%
172,222
+4.8%
2.02%
+13.2%
Q1 2021$4,919,000
+19.3%
164,403
+6.3%
1.78%
+14.9%
Q4 2020$4,123,000
+9.2%
154,608
+2.2%
1.55%
-4.7%
Q3 2020$3,775,000
+7.5%
151,215
+2.2%
1.63%
-1.2%
Q2 2020$3,513,000
-4.3%
147,900
-9.5%
1.65%
-12.1%
Q1 2020$3,670,000
-56.5%
163,486
-36.2%
1.88%
+4.3%
Q4 2019$8,428,000
-21.2%
256,102
-24.5%
1.80%
-24.3%
Q3 2019$10,696,000
+98.7%
339,112
+106.0%
2.38%
-1.7%
Q2 2019$5,384,000
-51.0%
164,634
-50.5%
2.42%
-4.4%
Q1 2019$10,996,000
+121.9%
332,536
+104.6%
2.53%
+3.7%
Q4 2018$4,955,000
-64.0%
162,526
-54.0%
2.44%
-21.2%
Q3 2018$13,760,000
+97.0%
353,432
+97.7%
3.09%
-4.1%
Q2 2018$6,984,000
+6.6%
178,798
+0.8%
3.22%
+3.6%
Q1 2018$6,549,000
-54.9%
177,378
-55.6%
3.11%
+13.2%
Q4 2017$14,514,000
+7.7%
399,406
+3.3%
2.75%
+5.9%
Q3 2017$13,474,000386,7422.60%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
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