Trek Financial, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 313 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is 12.52 and the average weighting 0.2%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$861,205
-15.0%
30,550
+7.7%
0.09%
-19.6%
Q3 2022$1,013,000
+43.9%
28,353
+64.8%
0.11%
+48.6%
Q2 2022$704,000
-52.1%
17,205
-53.2%
0.07%
-43.8%
Q1 2022$1,471,000
+37.1%
36,740
+5.8%
0.13%
+28.0%
Q4 2021$1,073,000
-31.0%
34,734
-20.0%
0.10%
-38.3%
Q3 2021$1,556,000
+6.9%
43,407
+2.9%
0.16%
+3.8%
Q2 2021$1,455,00042,1800.16%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders