UBP Investment Advisors SA - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 7 filers reported holding ISHARES U S ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$4,420,000
-65.9%
80,411
-63.9%
2.28%
-12.3%
Q2 2022$12,980,000
+19.1%
222,870
+1.4%
2.60%
-36.0%
Q1 2022$10,900,000
+85.7%
219,849
+85.3%
4.05%
+89.7%
Q4 2021$5,870,000
-16.6%
118,656
-1.5%
2.14%
-21.7%
Q3 2021$7,040,000
+28.9%
120,443
+21.6%
2.73%
+35.3%
Q2 2021$5,460,000
+12.6%
99,035
-1.2%
2.02%
+1.9%
Q1 2021$4,850,000
+38.1%
100,197
+30.0%
1.98%
+9.5%
Q4 2020$3,513,000
+15.1%
77,102
+5.5%
1.81%
-23.1%
Q3 2020$3,051,000
+3.3%
73,050
-4.8%
2.35%
+0.1%
Q2 2020$2,954,000
+7.9%
76,757
+1.7%
2.35%
-5.1%
Q1 2020$2,738,000
-22.0%
75,463
-3.1%
2.48%
-10.0%
Q4 2019$3,512,000
+2.1%
77,858
-0.1%
2.75%
-1.5%
Q3 2019$3,440,000
+9.5%
77,971
+12.1%
2.79%
-1.5%
Q2 2019$3,141,000
-20.7%
69,561
-19.2%
2.84%
-23.7%
Q1 2019$3,963,000
+7.8%
86,068
+2.9%
3.72%
-4.5%
Q4 2018$3,677,00083,6663.89%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2019
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 249,519$13,601,2813.36%
Smith Anglin Financial, LLC 315,113$17,176,8223.24%
Horizons Wealth Management 62,514$3,3962.72%
Intrepid Financial Planning Group LLC 84,951$4,630,6802.52%
WT Wealth Management 92,419$5,037,7792.45%
Destiny Wealth Partners, LLC 195,027$10,630,9272.30%
Alaska Permanent Capital Management 377,033$20,552,0692.11%
Truadvice, LLC 69,605$3,775,4021.99%
Ameliora Wealth Management Ltd. 60,434$3,294,2571.76%
KM Capital Management Ltd. 27,192$1,482,2361.47%
View complete list of ISHARES U S ETF TR shareholders