ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,380,000 | -6.0% | 468,661 | -6.4% | 0.01% | -14.3% |
| Q2 2023 | $24,884,000 | +4.0% | 500,473 | +3.8% | 0.01% | 0.0% |
| Q1 2023 | $23,926,000 | -31.1% | 482,373 | -31.6% | 0.01% | -30.0% |
| Q4 2022 | $34,739,000 | -23.4% | 705,057 | -23.4% | 0.01% | -28.6% |
| Q3 2022 | $45,347,000 | +17.7% | 920,572 | +17.7% | 0.01% | +27.3% |
| Q2 2022 | $38,522,000 | -4.0% | 782,028 | -3.4% | 0.01% | +10.0% |
| Q1 2022 | $40,119,000 | -7.7% | 809,347 | -7.0% | 0.01% | 0.0% |
| Q4 2021 | $43,457,000 | +5.5% | 869,991 | +5.9% | 0.01% | -9.1% |
| Q3 2021 | $41,183,000 | -21.3% | 821,358 | -21.3% | 0.01% | -21.4% |
| Q2 2021 | $52,348,000 | +2.8% | 1,043,494 | +2.8% | 0.01% | -6.7% |
| Q1 2021 | $50,926,000 | -0.6% | 1,014,673 | -0.6% | 0.02% | 0.0% |
| Q4 2020 | $51,224,000 | -17.0% | 1,020,975 | -17.1% | 0.02% | -31.8% |
| Q3 2020 | $61,699,000 | +7.3% | 1,231,289 | +7.0% | 0.02% | -4.3% |
| Q2 2020 | $57,526,000 | +63.4% | 1,150,296 | +58.4% | 0.02% | +35.3% |
| Q1 2020 | $35,206,000 | -46.2% | 726,067 | -44.2% | 0.02% | -29.2% |
| Q4 2019 | $65,427,000 | +3.6% | 1,302,047 | +3.8% | 0.02% | -4.0% |
| Q3 2019 | $63,163,000 | +26.7% | 1,254,723 | +26.7% | 0.02% | +25.0% |
| Q2 2019 | $49,852,000 | -3.3% | 990,501 | -3.4% | 0.02% | -9.1% |
| Q1 2019 | $51,538,000 | +29.4% | 1,025,826 | +28.4% | 0.02% | +15.8% |
| Q4 2018 | $39,823,000 | +16.9% | 798,861 | +17.7% | 0.02% | +35.7% |
| Q3 2018 | $34,059,000 | +33.2% | 678,656 | +33.2% | 0.01% | +27.3% |
| Q2 2018 | $25,561,000 | +1.7% | 509,482 | +1.7% | 0.01% | 0.0% |
| Q1 2018 | $25,134,000 | -47.4% | 501,088 | -47.4% | 0.01% | -47.6% |
| Q4 2017 | $47,740,000 | +30.5% | 952,499 | +30.9% | 0.02% | +16.7% |
| Q3 2017 | $36,596,000 | +72.9% | 727,704 | +72.9% | 0.02% | +63.6% |
| Q2 2017 | $21,163,000 | -3.1% | 420,986 | -3.2% | 0.01% | -8.3% |
| Q1 2017 | $21,850,000 | -8.5% | 434,837 | -8.7% | 0.01% | -7.7% |
| Q4 2016 | $23,886,000 | -4.9% | 476,014 | -4.9% | 0.01% | -7.1% |
| Q3 2016 | $25,126,000 | +52.9% | 500,612 | +52.8% | 0.01% | +40.0% |
| Q2 2016 | $16,433,000 | -29.4% | 327,546 | -29.5% | 0.01% | -28.6% |
| Q1 2016 | $23,261,000 | +58.3% | 464,656 | +58.2% | 0.01% | +40.0% |
| Q4 2015 | $14,690,000 | +17.9% | 293,683 | +18.1% | 0.01% | +11.1% |
| Q3 2015 | $12,456,000 | +28.7% | 248,675 | +28.8% | 0.01% | +28.6% |
| Q2 2015 | $9,681,000 | -10.0% | 193,077 | -9.9% | 0.01% | -12.5% |
| Q1 2015 | $10,752,000 | -5.6% | 214,401 | -5.8% | 0.01% | +14.3% |
| Q4 2014 | $11,386,000 | – | 227,620 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |