Concord Wealth Partners - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 284 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
Concord Wealth Partners ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$23,874
+12.2%
8190.0%0.01%0.0%
Q2 2023$21,278
+92.5%
819
+100.2%
0.01%
+66.7%
Q1 2023$11,055
-56.1%
409
-54.2%
0.00%
-62.5%
Q4 2022$25,174
-55.8%
893
-35.9%
0.01%
-50.0%
Q2 2022$57,000
+14.0%
1,394
+11.0%
0.02%
+23.1%
Q1 2022$50,000
+92.3%
1,256
+50.2%
0.01%
+116.7%
Q4 2021$26,0008360.01%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders