ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 56 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,860,084 | +34.3% | 307,903 | +29.1% | 2.53% | +35.8% |
| Q2 2023 | $11,805,709 | +2339.2% | 238,451 | +2144.2% | 1.86% | +1779.8% |
| Q4 2020 | $484,000 | +9.0% | 10,625 | 0.0% | 0.10% | +1.0% |
| Q3 2020 | $444,000 | +33.3% | 10,625 | +22.8% | 0.10% | +24.1% |
| Q2 2020 | $333,000 | – | 8,650 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 264,934 | $13,649,400 | 3.07% |
| Horizons Wealth Management | 76,965 | $3,965,261 | 2.91% |
| Alaska Permanent Capital Management | 609,146 | $31,383,202 | 2.88% |
| Smith Anglin Financial, LLC | 368,648 | $18,992,741 | 2.83% |
| Intrepid Financial Planning Group LLC | 83,655 | $4,309,906 | 2.17% |
| Ameliora Wealth Management Ltd. | 48,524 | $2,499,956 | 1.46% |
| Disciplina Capital Management LLC | 101,356 | $5,221,861 | 1.29% |
| SageView Advisory Group, LLC | 284,031 | $14,633,254 | 0.93% |
| Evergreen Wealth Solutions, LLC | 7,625 | $393 | 0.46% |
| FIRST NATIONAL CORP /MA/ /ADV | 23,983 | $1,235,588 | 0.29% |