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 | $1,271,447 | -29.0% | 25,485 | -29.2% | 0.09% | -27.1% |
| Q2 2023 | $1,789,920 | -4.9% | 36,000 | -5.1% | 0.13% | -6.5% |
| Q1 2023 | $1,881,824 | -24.4% | 37,940 | -24.9% | 0.14% | -29.2% |
| Q4 2022 | $2,489,120 | -14.5% | 50,520 | -14.5% | 0.20% | -19.8% |
| Q3 2022 | $2,910,000 | -8.3% | 59,070 | -8.3% | 0.24% | 0.0% |
| Q2 2022 | $3,172,000 | -43.5% | 64,395 | -43.1% | 0.24% | -41.3% |
| Q1 2022 | $5,610,000 | -5.0% | 113,175 | -4.2% | 0.41% | -3.9% |
| Q4 2021 | $5,903,000 | +7.0% | 118,175 | +7.4% | 0.43% | -2.7% |
| Q3 2021 | $5,517,000 | +0.4% | 110,025 | +0.4% | 0.44% | -2.2% |
| Q2 2021 | $5,497,000 | -11.7% | 109,575 | -11.6% | 0.45% | -20.1% |
| Q1 2021 | $6,225,000 | – | 124,020 | – | 0.57% | – |
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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% |