ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 180 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $236,208 | -11.2% | 8,649 | -12.2% | 0.04% | -17.0% |
| Q1 2024 | $265,951 | +7.7% | 9,850 | 0.0% | 0.05% | -2.1% |
| Q4 2023 | $246,941 | -10.2% | 9,850 | +4.5% | 0.05% | -27.3% |
| Q3 2023 | $274,869 | +10.9% | 9,429 | -1.1% | 0.07% | +10.0% |
| Q2 2023 | $247,745 | -11.2% | 9,536 | -8.6% | 0.06% | -18.9% |
| Q1 2023 | $279,050 | -5.8% | 10,428 | -0.8% | 0.07% | -5.1% |
| Q4 2022 | $296,329 | -35.7% | 10,512 | -18.5% | 0.08% | -43.1% |
| Q3 2022 | $461,000 | +9.2% | 12,902 | +22.4% | 0.14% | +28.0% |
| Q2 2022 | $422,000 | +2.9% | 10,543 | +3.0% | 0.11% | +9.2% |
| Q1 2022 | $410,000 | – | 10,238 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,196,203 | $42,728,000 | 5.28% |
| Northwest Capital Management Inc | 217,845 | $7,781,000 | 4.51% |
| Evolution Wealth Advisors, LLC | 446,172 | $15,937,000 | 4.37% |
| Boyce & Associates Wealth Consulting, Inc. | 51,990 | $1,857,000 | 3.82% |
| PALLADIEM, LLC | 101,682 | $3,632,000 | 3.81% |
| Ledge Wealth Management, Inc. | 153,138 | $5,470,000 | 3.35% |
| Pettinga Financial Advisors LLC | 247,833 | $8,853,000 | 3.04% |
| Scissortail Wealth Management, LLC | 139,403 | $5,380,000 | 2.79% |
| MCMORGAN & CO LLC | 308,380 | $11,015,000 | 2.60% |
| Peak Financial Management, Inc. | 173,753 | $6,206,000 | 2.59% |