Selective Wealth Management, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 292 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
Selective Wealth Management, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$117,000
-25.9%
3,287
-15.0%
0.05%
-10.7%
Q2 2022$158,000
-6.5%
3,866
-8.2%
0.06%
-8.2%
Q1 2022$169,000
-2.3%
4,211
-24.8%
0.06%
-14.1%
Q4 2021$173,000
+66.3%
5,601
+93.1%
0.07%
+29.1%
Q3 2021$104,0002,9010.06%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,196,203$42,728,0005.28%
Northwest Capital Management Inc 217,845$7,781,0004.51%
Evolution Wealth Advisors, LLC 446,172$15,937,0004.37%
Boyce & Associates Wealth Consulting, Inc. 51,990$1,857,0003.82%
PALLADIEM, LLC 101,682$3,632,0003.81%
Ledge Wealth Management, Inc. 153,138$5,470,0003.35%
Pettinga Financial Advisors LLC 247,833$8,853,0003.04%
Scissortail Wealth Management, LLC 139,403$5,380,0002.79%
MCMORGAN & CO LLC 308,380$11,015,0002.60%
Peak Financial Management, Inc. 173,753$6,206,0002.59%
View complete list of ISHARES U S ETF TR shareholders