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 | $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 | 1,069,567 | $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% |