ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 180 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,754,079 | -32.9% | 69,967 | -22.0% | 0.11% | -36.3% |
| Q3 2023 | $2,613,177 | +12.2% | 89,646 | +0.0% | 0.18% | +17.0% |
| Q2 2023 | $2,328,611 | -5.0% | 89,631 | -1.2% | 0.15% | -7.8% |
| Q1 2023 | $2,451,657 | -65.4% | 90,701 | -63.9% | 0.17% | -66.9% |
| Q4 2022 | $7,083,576 | -22.1% | 251,280 | -1.4% | 0.50% | -25.7% |
| Q3 2022 | $9,099,000 | -9.4% | 254,744 | +3.9% | 0.67% | -8.2% |
| Q2 2022 | $10,041,000 | -47.4% | 245,259 | -48.6% | 0.73% | -43.0% |
| Q1 2022 | $19,106,000 | +73.3% | 477,057 | +33.6% | 1.29% | +46.2% |
| Q4 2021 | $11,027,000 | -24.7% | 357,078 | -12.6% | 0.88% | -31.2% |
| Q3 2021 | $14,647,000 | +16.5% | 408,677 | +12.1% | 1.28% | +14.7% |
| Q2 2021 | $12,574,000 | +2471.4% | 364,469 | +2457.0% | 1.12% | +441.7% |
| Q4 2016 | $489,000 | -16.3% | 14,254 | -20.4% | 0.21% | -3.3% |
| Q3 2016 | $584,000 | – | 17,908 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,196,203 | $42,728,000 | 5.28% |
| Northwest Capital Management Inc | 217,845 | $7,781,000 | 4.51% |
| Evolution Wealth Advisors, LLC | 446,172 | $15,937,000 | 4.37% |
| Boyce & Associates Wealth Consulting, Inc. | 51,990 | $1,857,000 | 3.82% |
| PALLADIEM, LLC | 101,682 | $3,632,000 | 3.81% |
| Ledge Wealth Management, Inc. | 153,138 | $5,470,000 | 3.35% |
| Pettinga Financial Advisors LLC | 247,833 | $8,853,000 | 3.04% |
| Scissortail Wealth Management, LLC | 139,403 | $5,380,000 | 2.79% |
| MCMORGAN & CO LLC | 308,380 | $11,015,000 | 2.60% |
| Peak Financial Management, Inc. | 173,753 | $6,206,000 | 2.59% |