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 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
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 Q1 2022
NameSharesValueWeighting ↓
PALLADIEM, LLC 236,992$9,702,0009.64%
Northwest Capital Management Inc 370,622$15,173,0007.95%
TRUE Private Wealth Advisors 1,200,085$49,131,0007.15%
Williams Financial, LLC 145,642$5,963,0004.85%
Scarborough Advisors, LLC 338,335$13,851,0004.72%
MCMORGAN & CO LLC 502,160$20,558,0004.60%
Evolution Wealth Advisors, LLC 440,269$18,025,0004.56%
Ledge Wealth Management, Inc. 157,715$6,457,0003.97%
BKA Wealth Consulting, Inc. 48,443$1,983,0003.60%
Axiom Advisory, LLC 66,839$2,737,0003.04%
View complete list of ISHARES U S ETF TR shareholders