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 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
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 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