Soltis Investment Advisors LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 245 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$311,304
-3.1%
11,517
+1.1%
0.04%
-4.8%
Q4 2022$321,112
-31.1%
11,391
-12.7%
0.04%
-40.0%
Q3 2022$466,000
-79.3%
13,053
-76.3%
0.07%
-78.6%
Q2 2022$2,254,000
-16.1%
55,051
-17.9%
0.33%
-12.3%
Q1 2022$2,686,000
+676.3%
67,073
+499.0%
0.37%
+661.2%
Q4 2021$346,000
+36.2%
11,197
+58.3%
0.05%
+25.6%
Q3 2021$254,0007,0750.04%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 580,023$21,414,0003.68%
Peak Financial Management, Inc. 177,378$6,549,0003.11%
Windhaven Investment Management, Inc. 4,044,981$149,341,0001.92%
Claybrook Capital, LLC 68,000$2,511,0001.64%
Stone House Investment Management, LLC 60,317$2,227,0001.45%
3EDGE Asset Management, LP 390,300$14,409,0001.12%
FLAGSHIP HARBOR ADVISORS, LLC 78,693$2,852,0000.85%
Brinker Capital Investments, LLC 587,276$21,682,0000.70%
Well Done, LLC 42,340$1,563,0000.48%
Sutton Wealth Advisors Inc. 15,399$568,5310.41%
View complete list of ISHARES U S ETF TR shareholders