LIBERTY WEALTH MANAGEMENT LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$2,030,000
-28.4%
56,845
-17.9%
0.54%
-53.0%
Q2 2022$2,834,000
-48.5%
69,246
-50.0%
1.15%
-42.0%
Q1 2022$5,498,000
+60.9%
138,470
+25.0%
1.98%
+1240.5%
Q4 2021$3,417,000
+83.3%
110,749
+112.9%
0.15%
-77.7%
Q3 2021$1,864,000
+11.6%
52,013
+7.4%
0.66%
+2.5%
Q2 2021$1,670,00048,4190.65%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 1,414,724$50,703,0007.38%
MCMORGAN & CO LLC 885,038$31,720,0006.36%
Pettinga Financial Advisors LLC 415,174$14,880,0003.80%
Intelligence Driven Advisers, LLC 450,305$16,751,0003.76%
Williams Financial, LLC 113,037$4,051,0003.51%
Goodwin Investment Advisory 84,368$3,016,0002.93%
HawsGoodwin Investment Management LLC 267,896$9,601,0002.91%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 201,167$7,210,0002.86%
Tri-Star Advisors Inc. 155,921$5,897,0002.59%
ONE Advisory Partners, LLC 114,608$4,108,0002.55%
View complete list of ISHARES U S ETF TR shareholders