SWMG, LLC - 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
SWMG, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$684,904
+0.7%
24,296
+27.7%
0.41%
-6.5%
Q3 2022$680,000
-66.6%
19,025
-62.6%
0.44%
-60.2%
Q1 2022$2,035,000
+25.7%
50,816
-3.1%
1.11%
+29.3%
Q4 2021$1,619,000
-5.9%
52,422
+9.1%
0.86%
-13.9%
Q3 2021$1,721,000
+24.2%
48,032
+19.6%
1.00%
+22.4%
Q2 2021$1,386,00040,1670.82%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
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