Kestra Advisory Services, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 89 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$218,557
+4.0%
4,2430.0%0.00%0.0%
Q2 2023$210,071
-8.7%
4,243
-5.0%
0.00%0.0%
Q1 2023$229,978
-0.6%
4,464
+5.2%
0.00%0.0%
Q4 2022$231,286
-99.9%
4,243
-48.0%
0.00%0.0%
Q3 2022$225,225,000
+94532.4%
8,164
+100.0%
0.00%0.0%
Q2 2022$238,000
-4.8%
4,0820.0%0.00%
-33.3%
Q1 2022$250,000
+10.1%
4,082
-11.0%
0.00%
+50.0%
Q4 2021$227,000
-1.3%
4,588
+16.6%
0.00%0.0%
Q3 2021$230,000
+6.0%
3,9350.0%0.00%0.0%
Q2 2021$217,0003,9350.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Alaska Permanent Capital Management 744,853$38,416,7373.40%
Octavia Wealth Advisors, LLC 293,902$15,138,8923.07%
Horizons Wealth Management 78,073$4,021,5532.93%
Alaska Wealth Advisors 307,903$15,860,0842.53%
Intrepid Financial Planning Group LLC 73,489$3,785,4181.96%
Disciplina Capital Management LLC 78,897$4,063,9840.84%
FDx Advisors, Inc. 103,277$5,3200.44%
Strategic Advocates LLC 17,306$891,4320.42%
Wolf Group Capital Advisors 11,019$567,5890.27%
Evergreen Wealth Solutions, LLC 4,700$242,0970.24%
View complete list of ISHARES U S ETF TR shareholders