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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,002 | +0.3% | 20,144 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $999 | +0.7% | 20,144 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $992 | -99.9% | 20,144 | -33.2% | 0.01% | -46.2% |
| Q3 2022 | $1,485,000 | -49.9% | 30,144 | -49.9% | 0.03% | -49.0% |
| Q2 2022 | $2,963,000 | -0.6% | 60,144 | 0.0% | 0.05% | +13.3% |
| Q1 2022 | $2,981,000 | -18.4% | 60,144 | -17.8% | 0.04% | -29.7% |
| Q4 2021 | $3,655,000 | -0.4% | 73,164 | 0.0% | 0.06% | -8.6% |
| Q3 2021 | $3,668,000 | -0.1% | 73,164 | 0.0% | 0.07% | -4.1% |
| Q2 2021 | $3,671,000 | -0.0% | 73,164 | 0.0% | 0.07% | -5.2% |
| Q1 2021 | $3,672,000 | +0.0% | 73,164 | 0.0% | 0.08% | -9.4% |
| Q4 2020 | $3,671,000 | +0.1% | 73,164 | 0.0% | 0.08% | -10.5% |
| Q3 2020 | $3,666,000 | +0.2% | 73,164 | 0.0% | 0.10% | -10.4% |
| Q2 2020 | $3,659,000 | +3.1% | 73,164 | 0.0% | 0.11% | -7.8% |
| Q1 2020 | $3,548,000 | -3.5% | 73,164 | 0.0% | 0.12% | +23.7% |
| Q4 2019 | $3,676,000 | -0.2% | 73,164 | 0.0% | 0.09% | -20.5% |
| Q3 2019 | $3,683,000 | -32.8% | 73,164 | -32.8% | 0.12% | -32.8% |
| Q2 2019 | $5,484,000 | +2243.6% | 108,956 | +2216.2% | 0.17% | +1481.8% |
| Q4 2018 | $234,000 | – | 4,704 | – | 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% |