ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 53 filers reported holding ISHARES U S ETF TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,167,941 | +4.8% | 122,550 | +5.1% | 0.28% | +3.3% |
| Q1 2024 | $5,886,159 | +4.8% | 116,650 | +4.9% | 0.28% | -1.4% |
| Q4 2023 | $5,615,298 | +18.7% | 111,150 | +17.2% | 0.28% | +6.9% |
| Q3 2023 | $4,732,066 | -40.1% | 94,850 | -40.3% | 0.26% | -38.7% |
| Q2 2023 | $7,902,994 | +98773.9% | 158,950 | -1.4% | 0.43% | -4.7% |
| Q1 2023 | $7,993 | -2.4% | 161,150 | -3.0% | 0.45% | -8.6% |
| Q4 2022 | $8,186 | -99.9% | 166,150 | -43.1% | 0.49% | +5.6% |
| Q3 2022 | $14,388,000 | +83.2% | 292,100 | +83.2% | 0.46% | -0.4% |
| Q2 2022 | $7,852,000 | -0.9% | 159,400 | -0.3% | 0.46% | +16.2% |
| Q1 2022 | $7,926,000 | -2.3% | 159,900 | -1.5% | 0.40% | +3.1% |
| Q4 2021 | $8,112,000 | -19.9% | 162,400 | -19.6% | 0.39% | -28.5% |
| Q3 2021 | $10,128,000 | -1.6% | 202,000 | -1.5% | 0.54% | +0.9% |
| Q2 2021 | $10,289,000 | -12.6% | 205,100 | -12.6% | 0.54% | -17.7% |
| Q1 2021 | $11,775,000 | -17.4% | 234,600 | -17.4% | 0.65% | -24.9% |
| Q4 2020 | $14,248,000 | -3.1% | 284,000 | -3.2% | 0.87% | -14.5% |
| Q3 2020 | $14,707,000 | -4.4% | 293,500 | -4.6% | 1.02% | -8.8% |
| Q2 2020 | $15,388,000 | +4.3% | 307,700 | +1.1% | 1.12% | -9.9% |
| Q1 2020 | $14,756,000 | -4.1% | 304,300 | -0.7% | 1.24% | +18.9% |
| Q4 2019 | $15,392,000 | +5.1% | 306,300 | +5.3% | 1.04% | -5.1% |
| Q3 2019 | $14,649,000 | -4.7% | 291,000 | -4.7% | 1.10% | -4.0% |
| Q2 2019 | $15,366,000 | -1.4% | 305,300 | -1.5% | 1.14% | -0.6% |
| Q1 2019 | $15,579,000 | -2.2% | 310,100 | -3.0% | 1.15% | -10.7% |
| Q4 2018 | $15,932,000 | -4.5% | 319,600 | -3.8% | 1.29% | +10.6% |
| Q3 2018 | $16,676,000 | +0.3% | 332,300 | +0.3% | 1.17% | -8.7% |
| Q2 2018 | $16,621,000 | -3.1% | 331,300 | -3.1% | 1.28% | -5.1% |
| Q1 2018 | $17,145,000 | +1.4% | 341,800 | +1.3% | 1.35% | +2.6% |
| Q4 2017 | $16,905,000 | -0.5% | 337,300 | -0.2% | 1.31% | -5.5% |
| Q3 2017 | $16,998,000 | -0.6% | 338,000 | -0.6% | 1.39% | -4.8% |
| Q2 2017 | $17,102,000 | -1.9% | 340,200 | -2.0% | 1.46% | -6.5% |
| Q1 2017 | $17,437,000 | -0.1% | 347,000 | -0.3% | 1.56% | -7.0% |
| Q4 2016 | $17,458,000 | -3.6% | 347,900 | -3.6% | 1.68% | -7.4% |
| Q3 2016 | $18,114,000 | -0.2% | 360,900 | -0.2% | 1.81% | -4.8% |
| Q2 2016 | $18,146,000 | +0.1% | 361,700 | -0.1% | 1.90% | -3.0% |
| Q1 2016 | $18,119,000 | -10.4% | 361,950 | -10.5% | 1.96% | -16.1% |
| Q4 2015 | $20,233,000 | +0.6% | 404,500 | +0.7% | 2.34% | -4.6% |
| Q3 2015 | $20,116,000 | -14.7% | 401,600 | -14.6% | 2.45% | -6.8% |
| Q2 2015 | $23,571,000 | -5.0% | 470,100 | -5.0% | 2.63% | -8.2% |
| Q1 2015 | $24,809,000 | -0.6% | 494,700 | -0.9% | 2.86% | -1.3% |
| Q4 2014 | $24,960,000 | -1.3% | 499,000 | -1.0% | 2.90% | -4.0% |
| Q3 2014 | $25,284,000 | – | 503,800 | – | 3.02% | – |
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% |