ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 374 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $390,500 | -10.4% | 7,873 | -11.0% | 0.00% | -100.0% |
Q4 2022 | $435,891 | -3.1% | 8,847 | -3.1% | 0.00% | 0.0% |
Q3 2022 | $450,000 | -22.0% | 9,129 | -22.0% | 0.00% | 0.0% |
Q2 2022 | $577,000 | -38.1% | 11,710 | -37.7% | 0.00% | 0.0% |
Q1 2022 | $932,000 | -6.0% | 18,806 | -5.2% | 0.00% | 0.0% |
Q4 2021 | $991,000 | -3.9% | 19,835 | -3.6% | 0.00% | 0.0% |
Q3 2021 | $1,031,000 | +268.2% | 20,572 | +268.9% | 0.00% | – |
Q2 2021 | $280,000 | -64.1% | 5,577 | -64.1% | 0.00% | -100.0% |
Q1 2021 | $780,000 | -91.5% | 15,548 | -91.5% | 0.00% | -91.7% |
Q4 2020 | $9,215,000 | +520.1% | 183,680 | +519.3% | 0.01% | +500.0% |
Q3 2020 | $1,486,000 | -2.4% | 29,661 | -2.5% | 0.00% | -33.3% |
Q2 2020 | $1,522,000 | -73.7% | 30,432 | -74.5% | 0.00% | -76.9% |
Q1 2020 | $5,796,000 | +295.6% | 119,530 | +309.9% | 0.01% | +333.3% |
Q4 2019 | $1,465,000 | +3.8% | 29,163 | +4.1% | 0.00% | 0.0% |
Q3 2019 | $1,411,000 | +1.4% | 28,021 | +1.3% | 0.00% | 0.0% |
Q2 2019 | $1,392,000 | -24.5% | 27,663 | -24.6% | 0.00% | -25.0% |
Q1 2019 | $1,844,000 | +5.6% | 36,696 | +4.8% | 0.00% | 0.0% |
Q4 2018 | $1,746,000 | +3.5% | 35,016 | +4.1% | 0.00% | +33.3% |
Q3 2018 | $1,687,000 | -1.0% | 33,621 | -1.0% | 0.00% | -25.0% |
Q2 2018 | $1,704,000 | +27.8% | 33,973 | +27.9% | 0.00% | +33.3% |
Q1 2018 | $1,333,000 | +40.0% | 26,565 | +39.8% | 0.00% | +50.0% |
Q4 2017 | $952,000 | +19.7% | 18,998 | +20.1% | 0.00% | 0.0% |
Q3 2017 | $795,000 | – | 15,818 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |