OSAIC HOLDINGS, INC. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 56 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,097,357
-42.4%
21,304
-44.5%
0.00%
-33.3%
Q2 2023$1,906,377
-44.7%
38,363
-42.4%
0.00%
-50.0%
Q1 2023$3,444,916
-9.3%
66,658
-4.3%
0.01%
-25.0%
Q4 2022$3,798,279
+12.5%
69,678
+13.6%
0.01%0.0%
Q3 2022$3,376,000
+2.3%
61,350
+7.8%
0.01%
+14.3%
Q2 2022$3,301,000
-14.3%
56,934
-13.0%
0.01%0.0%
Q1 2022$3,851,000
+3.3%
65,421
-12.7%
0.01%0.0%
Q4 2021$3,727,000
+240.1%
74,959
+299.7%
0.01%
+250.0%
Q3 2021$1,096,000
+4.7%
18,753
-1.2%
0.00%0.0%
Q2 2021$1,047,000
+17.5%
18,988
+3.1%
0.00%0.0%
Q1 2021$891,000
+28.6%
18,416
+21.1%
0.00%0.0%
Q4 2020$693,00015,2120.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Alaska Permanent Capital Management 744,853$38,416,7373.40%
Octavia Wealth Advisors, LLC 293,902$15,138,8923.07%
Horizons Wealth Management 78,073$4,021,5532.93%
Alaska Wealth Advisors 307,903$15,860,0842.53%
Intrepid Financial Planning Group LLC 73,489$3,785,4181.96%
Disciplina Capital Management LLC 78,897$4,063,9840.84%
FDx Advisors, Inc. 103,277$5,3200.44%
Strategic Advocates LLC 17,306$891,4320.42%
Wolf Group Capital Advisors 11,019$567,5890.27%
Evergreen Wealth Solutions, LLC 4,700$242,0970.24%
View complete list of ISHARES U S ETF TR shareholders