ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 55 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,557 | +4.0% | 4,243 | 0.0% | 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% | 4,082 | 0.0% | 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% | 3,935 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $217,000 | – | 3,935 | – | 0.00% | – |
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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% |