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 329 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
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