GoalVest Advisory LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 322 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$47,3591,680
+83900.0%
0.03%
Q3 2022$020.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,196,203$42,728,0005.28%
Northwest Capital Management Inc 217,845$7,781,0004.51%
Evolution Wealth Advisors, LLC 446,172$15,937,0004.37%
Boyce & Associates Wealth Consulting, Inc. 51,990$1,857,0003.82%
PALLADIEM, LLC 101,682$3,632,0003.81%
Ledge Wealth Management, Inc. 153,138$5,470,0003.35%
Pettinga Financial Advisors LLC 247,833$8,853,0003.04%
Scissortail Wealth Management, LLC 139,403$5,380,0002.79%
MCMORGAN & CO LLC 308,380$11,015,0002.60%
Peak Financial Management, Inc. 173,753$6,206,0002.59%
View complete list of ISHARES U S ETF TR shareholders