ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 223 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,465 | -0.2% | 68,838 | 0.0% | 0.18% | -1.1% |
| Q1 2024 | $3,472 | -15.0% | 68,838 | -14.8% | 0.18% | -19.7% |
| Q4 2023 | $4,083 | -19.8% | 80,833 | -20.8% | 0.23% | -26.8% |
| Q3 2023 | $5,094 | -1.7% | 102,027 | -2.1% | 0.31% | 0.0% |
| Q2 2023 | $5,183 | -0.4% | 104,219 | -0.6% | 0.31% | -6.0% |
| Q1 2023 | $5,202 | -18.9% | 104,811 | -19.5% | 0.33% | -22.7% |
| Q4 2022 | $6,415 | -99.9% | 130,212 | -6.1% | 0.43% | -12.6% |
| Q3 2022 | $6,830,000 | -26.2% | 138,651 | -26.1% | 0.49% | -24.2% |
| Q2 2022 | $9,249,000 | -3.2% | 187,735 | -2.5% | 0.65% | +5.9% |
| Q1 2022 | $9,551,000 | -5.5% | 192,580 | -4.8% | 0.61% | -1.9% |
| Q4 2021 | $10,111,000 | -1.7% | 202,308 | -1.4% | 0.63% | -7.9% |
| Q3 2021 | $10,289,000 | -4.6% | 205,170 | -4.6% | 0.68% | -4.9% |
| Q2 2021 | $10,790,000 | -15.1% | 215,125 | -15.1% | 0.72% | -18.5% |
| Q1 2021 | $12,715,000 | -43.0% | 253,403 | -43.1% | 0.88% | -46.0% |
| Q4 2020 | $22,326,000 | -13.5% | 445,092 | -13.6% | 1.62% | -22.9% |
| Q3 2020 | $25,818,000 | -18.1% | 515,214 | -18.3% | 2.10% | -25.8% |
| Q2 2020 | $31,541,000 | -48.7% | 630,814 | -50.3% | 2.84% | -56.0% |
| Q1 2020 | $61,492,000 | -16.4% | 1,268,132 | -13.4% | 6.44% | -5.7% |
| Q4 2019 | $73,548,000 | +1.3% | 1,463,648 | +1.5% | 6.83% | -5.1% |
| Q3 2019 | $72,604,000 | +23.0% | 1,442,279 | +22.9% | 7.20% | +17.8% |
| Q2 2019 | $59,048,000 | +11.6% | 1,173,231 | +11.4% | 6.11% | +6.5% |
| Q1 2019 | $52,927,000 | +29.9% | 1,053,486 | +28.8% | 5.73% | +20.6% |
| Q4 2018 | $40,758,000 | +249.6% | 817,782 | +252.0% | 4.75% | +276.4% |
| Q3 2018 | $11,660,000 | – | 232,350 | – | 1.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,771,512 | $87,282,396 | 22.87% |
| San Luis Wealth Advisors LLC | 274,749 | $13,537 | 12.62% |
| Bramshill Investments, LLC | 1,919,375 | $94,567,606 | 11.10% |
| PLANNING ALTERNATIVES LTD /ADV | 1,200,605 | $59,153,808 | 10.77% |
| Columbia Trust Co 01012016 | 283,351 | $13,960,704 | 7.78% |
| Clearwater Capital Advisors, LLC | 1,169,377 | $57,615,216 | 7.51% |
| Boulder Wealth Advisors, LLC | 167,268 | $8,241 | 7.38% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,325,012 | $65,283,332 | 5.74% |
| EP Wealth Advisors, LLC | 6,141,785 | $302,605,740 | 5.45% |
| Rosenberg Matthew Hamilton | 307,726 | $15,161,653 | 5.14% |