Townsend & Associates, Inc - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 59 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Townsend & Associates, Inc ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$1,952,000
+12.1%
33,787
+11.2%
0.90%
+12.0%
Q2 2022$1,741,000
-5.1%
30,392
+4.1%
0.80%
-4.7%
Q1 2022$1,835,000
+42.8%
29,204
+17.7%
0.84%
+20.2%
Q4 2021$1,285,000
+3.5%
24,812
+19.5%
0.70%
+14.7%
Q3 2021$1,242,00020,7570.61%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 264,934$13,649,4003.07%
Horizons Wealth Management 76,965$3,965,2612.91%
Alaska Permanent Capital Management 609,146$31,383,2022.88%
Smith Anglin Financial, LLC 368,648$18,992,7412.83%
Intrepid Financial Planning Group LLC 83,655$4,309,9062.17%
Ameliora Wealth Management Ltd. 48,524$2,499,9561.46%
Disciplina Capital Management LLC 101,356$5,221,8611.29%
SageView Advisory Group, LLC 284,031$14,633,2540.93%
Evergreen Wealth Solutions, LLC 7,625$3930.46%
FIRST NATIONAL CORP /MA/ /ADV 23,983$1,235,5880.29%
View complete list of ISHARES U S ETF TR shareholders