Ameliora Wealth Management Ltd. - ISHARES U S ETF TR ownership

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 Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ameliora Wealth Management Ltd. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$17,384
-27.5%
352
-29.6%
0.01%
-27.3%
Q1 2024$23,975
-28.7%
500
-30.1%
0.01%
-35.3%
Q4 2023$33,644
-15.3%
715
-7.3%
0.02%
-29.2%
Q3 2023$39,714
-98.0%
771
-98.1%
0.02%
-98.1%
Q2 2023$1,999,511
-20.0%
40,386
-16.8%
1.24%
-15.4%
Q1 2023$2,499,956
-24.1%
48,524
-19.7%
1.46%
-17.2%
Q4 2022$3,294,257
-1.9%
60,434
+2.6%
1.76%
-3.1%
Q3 2022$3,357,00058,9141.82%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Disciplina Capital Management LLC 540,457$49,603,1458.22%
Alaska Permanent Capital Management 757,372$37,445,8083.20%
Horizons Wealth Management 50,917$2,457,2541.94%
Alaska Wealth Advisors 234,480$11,579,8651.80%
FDx Advisors, Inc. 95,337$4,7081.30%
Intrepid Financial Planning Group LLC 57,674$2,848,2481.22%
Wolf Group Capital Advisors 45,569$2,250,4600.89%
Pullen Investment Management, LLC 9,436$466,0000.39%
PRINCIPAL SECURITIES, INC. 196,567$9,707,4840.27%
Seaside Wealth Management, Inc. 5,125$253,0960.10%
View complete list of ISHARES U S ETF TR shareholders