ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 170 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,150,235 | -20.1% | 44,273 | -16.8% | 0.08% | -26.1% |
Q1 2023 | $1,439,186 | -6.9% | 53,244 | -2.9% | 0.11% | -14.0% |
Q4 2022 | $1,546,051 | -14.8% | 54,843 | +7.9% | 0.13% | -32.5% |
Q3 2022 | $1,815,000 | -66.6% | 50,821 | -61.7% | 0.19% | -61.3% |
Q2 2022 | $5,439,000 | +51.3% | 132,863 | +48.1% | 0.49% | +68.8% |
Q1 2022 | $3,594,000 | +96.9% | 89,730 | +51.8% | 0.29% | +122.9% |
Q4 2021 | $1,825,000 | -6.6% | 59,100 | +8.4% | 0.13% | -21.6% |
Q3 2021 | $1,953,000 | +9.5% | 54,503 | +5.5% | 0.17% | +5.7% |
Q2 2021 | $1,783,000 | – | 51,669 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PALLADIEM, LLC | 236,992 | $9,702,000 | 9.64% |
Northwest Capital Management Inc | 370,622 | $15,173,000 | 7.95% |
TRUE Private Wealth Advisors | 1,200,085 | $49,131,000 | 7.15% |
Williams Financial, LLC | 145,642 | $5,963,000 | 4.85% |
Scarborough Advisors, LLC | 338,335 | $13,851,000 | 4.72% |
MCMORGAN & CO LLC | 502,160 | $20,558,000 | 4.60% |
Evolution Wealth Advisors, LLC | 440,269 | $18,025,000 | 4.56% |
Ledge Wealth Management, Inc. | 157,715 | $6,457,000 | 3.97% |
BKA Wealth Consulting, Inc. | 48,443 | $1,983,000 | 3.60% |
Axiom Advisory, LLC | 66,839 | $2,737,000 | 3.04% |