TCWP LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 284 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$1,206,549
-28.0%
42,650
-9.1%
0.24%
-31.0%
Q3 2022$1,675,000
-24.7%
46,907
-13.6%
0.36%
-24.9%
Q2 2022$2,223,000
-24.8%
54,306
-26.4%
0.47%
-12.1%
Q1 2022$2,956,000
+319.9%
73,815
+223.8%
0.54%
+284.3%
Q4 2021$704,00022,7990.14%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
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