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 | $861,865 | +7.5% | 16,732 | +3.4% | 0.03% | 0.0% |
| Q2 2023 | $801,418 | +2.4% | 16,187 | +6.5% | 0.03% | -6.1% |
| Q1 2023 | $782,743 | -6.0% | 15,193 | -0.5% | 0.03% | -8.3% |
| Q4 2022 | $832,586 | +9.0% | 15,274 | +10.0% | 0.04% | 0.0% |
| Q3 2022 | $764,000 | +3.5% | 13,890 | +9.7% | 0.04% | +2.9% |
| Q2 2022 | $738,000 | +29.2% | 12,667 | +9.8% | 0.04% | +45.8% |
| Q4 2021 | $571,000 | -15.4% | 11,540 | -0.1% | 0.02% | -25.0% |
| Q3 2021 | $675,000 | +11.0% | 11,556 | +4.5% | 0.03% | +6.7% |
| Q2 2021 | $608,000 | +24.8% | 11,062 | +10.8% | 0.03% | +7.1% |
| Q1 2021 | $487,000 | +22.7% | 9,985 | +14.5% | 0.03% | -3.4% |
| Q4 2020 | $397,000 | – | 8,719 | – | 0.03% | – |
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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% |