ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 170 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,122 | +12.2% | 14,927 | 0.0% | 0.22% | +21.5% |
| Q2 2023 | $387,803 | -5.5% | 14,927 | -1.7% | 0.18% | -12.6% |
| Q1 2023 | $410,532 | -4.1% | 15,188 | 0.0% | 0.21% | -17.2% |
| Q4 2022 | $428,150 | -21.2% | 15,188 | 0.0% | 0.25% | -29.6% |
| Q3 2022 | $543,000 | -12.7% | 15,188 | 0.0% | 0.36% | -10.1% |
| Q2 2022 | $622,000 | +0.6% | 15,188 | -1.6% | 0.40% | +14.2% |
| Q1 2022 | $618,000 | +29.6% | 15,431 | 0.0% | 0.35% | +44.2% |
| Q4 2021 | $477,000 | -13.7% | 15,431 | 0.0% | 0.24% | -23.1% |
| Q3 2021 | $553,000 | +6.6% | 15,431 | +2.5% | 0.31% | +5.1% |
| Q2 2021 | $519,000 | – | 15,053 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PALLADIEM, LLC | 236,992 | $9,702,000 | 9.64% |
| Northwest Capital Management Inc | 370,622 | $15,173,000 | 7.95% |
| TRUE Private Wealth Advisors | 1,200,085 | $49,131,000 | 7.15% |
| Williams Financial, LLC | 145,642 | $5,963,000 | 4.85% |
| Scarborough Advisors, LLC | 338,335 | $13,851,000 | 4.72% |
| MCMORGAN & CO LLC | 502,160 | $20,558,000 | 4.60% |
| Evolution Wealth Advisors, LLC | 440,269 | $18,025,000 | 4.56% |
| Ledge Wealth Management, Inc. | 157,715 | $6,457,000 | 3.97% |
| BKA Wealth Consulting, Inc. | 48,443 | $1,983,000 | 3.60% |
| Axiom Advisory, LLC | 66,839 | $2,737,000 | 3.04% |