STALEY CAPITAL ADVISERS INC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
STALEY CAPITAL ADVISERS INC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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$25,284,000503,8003.02%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders