ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 351 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,356,310 | -0.1% | 27,186 | -0.5% | 0.54% | +7.3% |
| Q2 2023 | $1,358,152 | -23.0% | 27,316 | -23.2% | 0.51% | -26.0% |
| Q1 2023 | $1,764,074 | -21.7% | 35,566 | -22.2% | 0.68% | -22.1% |
| Q4 2022 | $2,251,885 | -46.5% | 45,705 | -46.5% | 0.88% | -49.8% |
| Q3 2022 | $4,208,000 | -1.7% | 85,430 | -1.7% | 1.75% | +4.4% |
| Q2 2022 | $4,282,000 | -38.3% | 86,930 | -37.9% | 1.68% | -22.0% |
| Q1 2022 | $6,941,000 | -3.1% | 140,016 | -2.4% | 2.15% | +1.6% |
| Q4 2021 | $7,164,000 | -7.3% | 143,417 | -6.9% | 2.12% | -10.8% |
| Q3 2021 | $7,727,000 | +12.0% | 154,114 | +12.0% | 2.37% | +15.5% |
| Q2 2021 | $6,902,000 | +375.7% | 137,590 | +375.8% | 2.06% | +345.8% |
| Q1 2021 | $1,451,000 | -2.6% | 28,918 | -2.6% | 0.46% | -12.5% |
| Q4 2020 | $1,490,000 | +32.3% | 29,705 | +32.1% | 0.53% | +15.1% |
| Q3 2020 | $1,126,000 | +334.7% | 22,480 | +333.6% | 0.46% | +316.4% |
| Q2 2020 | $259,000 | – | 5,185 | – | 0.11% | – |
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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% |