ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 175 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $189,005 | -6.6% | 7,275 | -2.9% | 0.00% | – |
| Q1 2023 | $202,454 | -4.1% | 7,490 | 0.0% | 0.00% | – |
| Q4 2022 | $211,143 | +2539.3% | 7,490 | +3087.2% | 0.00% | – |
| Q3 2022 | $8,000 | -20.0% | 235 | -8.2% | 0.00% | – |
| Q2 2022 | $10,000 | -72.2% | 256 | -71.5% | 0.00% | – |
| Q1 2022 | $36,000 | +227.3% | 898 | +157.3% | 0.00% | – |
| Q4 2021 | $11,000 | -78.0% | 349 | -74.9% | 0.00% | – |
| Q3 2021 | $50,000 | +2400.0% | 1,388 | +2213.3% | 0.00% | – |
| Q2 2021 | $2,000 | -50.0% | 60 | -53.8% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 130 | -5.8% | 0.00% | – |
| Q4 2015 | $4,000 | -33.3% | 138 | -21.6% | 0.00% | – |
| Q3 2015 | $6,000 | -70.0% | 176 | -64.7% | 0.00% | – |
| Q2 2015 | $20,000 | +11.1% | 499 | 0.0% | 0.00% | – |
| Q1 2015 | $18,000 | – | 499 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Financial Management, Inc. | 204,877 | $5,322,712 | 1.90% |
| Evolution Wealth Advisors, LLC | 270,812 | $7,035,689 | 1.55% |
| Axiom Advisory, LLC | 62,309 | $1,618,798 | 1.43% |
| First National Bank of South Miami | 68,073 | $1,768,540 | 1.42% |
| Northwest Capital Management Inc | 89,370 | $2,321,841 | 0.97% |
| Certus Wealth Management, LLC | 30,411 | $790,078 | 0.78% |
| Anfield Capital Management, LLC | 56,236 | $1,461,011 | 0.64% |
| CLIENT 1ST ADVISORY GROUP, LLC | 44,777 | $1,163,313 | 0.61% |
| Atomi Financial Group, Inc. | 35,126 | $912,571 | 0.42% |
| PATTON ALBERTSON MILLER GROUP, LLC | 80,362 | $2,087,805 | 0.40% |