Successful Portfolios LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 245 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$283,000
-46.7%
7,931
-38.8%
0.20%
-42.6%
Q2 2022$531,000
-23.7%
12,963
-25.4%
0.36%
-9.8%
Q1 2022$696,000
+13.5%
17,368
-12.6%
0.40%
+18.9%
Q4 2021$613,000
-16.1%
19,866
-2.7%
0.33%
-23.6%
Q3 2021$731,000
+39.2%
20,407
+34.1%
0.44%
+37.1%
Q2 2021$525,00015,2160.32%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
B & T Capital Management DBA Alpha Capital Management 342,799$8,558,0002.47%
Peak Financial Management, Inc. 151,215$3,775,0001.63%
CWM, LLC 3,222,692$111,183,0000.89%
Silicon Hills Wealth Management, LLC 19,375$484,0000.50%
First National Bank of South Miami 16,456$411,0000.39%
FIRST NATIONAL CORP /MA/ /ADV 18,979$609,0000.19%
NWAM LLC 37,513$937,0000.16%
Disciplined Investments, LLC 6,571$164,0000.12%
WEDBUSH SECURITIES INC 41,521$1,037,0000.10%
Northwest Bancshares, Inc. 12,703$317,0000.08%
View complete list of ISHARES U S ETF TR shareholders