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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $693,000 | – | 15,212 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 264,934 | $13,649,400 | 3.07% |
| Horizons Wealth Management | 76,965 | $3,965,261 | 2.91% |
| Alaska Permanent Capital Management | 609,146 | $31,383,202 | 2.88% |
| Smith Anglin Financial, LLC | 368,648 | $18,992,741 | 2.83% |
| Intrepid Financial Planning Group LLC | 83,655 | $4,309,906 | 2.17% |
| Ameliora Wealth Management Ltd. | 48,524 | $2,499,956 | 1.46% |
| Disciplina Capital Management LLC | 101,356 | $5,221,861 | 1.29% |
| SageView Advisory Group, LLC | 284,031 | $14,633,254 | 0.93% |
| Evergreen Wealth Solutions, LLC | 7,625 | $393 | 0.46% |
| FIRST NATIONAL CORP /MA/ /ADV | 23,983 | $1,235,588 | 0.29% |