Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$258,240
+12.2%
8,8590.0%0.00%
+33.3%
Q2 2023$230,157
-6.1%
8,859
-2.3%
0.00%
-25.0%
Q1 2023$245,216
-25.5%
9,072
-22.3%
0.00%
-33.3%
Q4 2022$329,203
-26.4%
11,678
-6.6%
0.01%
-25.0%
Q3 2022$447,000
-21.9%
12,502
-10.6%
0.01%
-20.0%
Q2 2022$572,000
+330.1%
13,982
+321.4%
0.01%
+400.0%
Q1 2022$133,000
+40.0%
3,318
+8.1%
0.00%
+100.0%
Q4 2021$95,000
-11.2%
3,068
+2.8%
0.00%
-50.0%
Q3 2021$107,000
+1.9%
2,983
-1.7%
0.00%0.0%
Q2 2021$105,000
-99.1%
3,036
+640.5%
0.00%
Q1 2021$12,268,000
+87528.6%
410
-21.9%
0.00%
Q4 2020$14,000
+250.0%
525
+250.0%
0.00%
Q2 2019$4,000
-81.8%
150
-72.9%
0.00%
-100.0%
Q3 2018$22,000
+15.8%
554
+14.0%
0.00%0.0%
Q2 2018$19,000
+35.7%
486
+26.9%
0.00%0.0%
Q1 2018$14,0003830.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders