Patriot Financial Group Insurance Agency, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 63 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$309,463
-24.9%
10,978
-4.9%
0.04%
-58.0%
Q3 2022$412,000
-61.4%
11,545
-55.7%
0.10%
-53.9%
Q2 2022$1,067,000
-6.6%
26,057
-8.6%
0.22%
+6.9%
Q1 2022$1,142,000
+42.9%
28,508
+10.2%
0.20%
+52.6%
Q4 2021$799,000
-19.2%
25,859
-6.3%
0.13%
-24.0%
Q3 2021$989,000
-4.2%
27,607
-7.7%
0.18%
-7.4%
Q2 2021$1,032,000
+214.6%
29,900
+173.1%
0.19%
+152.0%
Q1 2021$328,000
+496.4%
10,950
+434.1%
0.08%
+435.7%
Q4 2020$55,0002,0500.01%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 580,023$21,414,0003.68%
Peak Financial Management, Inc. 177,378$6,549,0003.11%
Windhaven Investment Management, Inc. 4,044,981$149,341,0001.92%
Claybrook Capital, LLC 68,000$2,511,0001.64%
Stone House Investment Management, LLC 60,317$2,227,0001.45%
3EDGE Asset Management, LP 390,300$14,409,0001.12%
FLAGSHIP HARBOR ADVISORS, LLC 78,693$2,852,0000.85%
Brinker Capital Investments, LLC 587,276$21,682,0000.70%
Well Done, LLC 42,340$1,563,0000.48%
Sutton Wealth Advisors Inc. 15,399$568,5310.41%
View complete list of ISHARES U S ETF TR shareholders