ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 223 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,043,000 | +4.7% | 40,766 | +4.4% | 0.00% | 0.0% |
| Q2 2020 | $1,952,000 | -52.0% | 39,038 | -53.4% | 0.00% | -55.6% |
| Q1 2020 | $4,065,000 | -13.8% | 83,832 | -10.7% | 0.01% | +28.6% |
| Q4 2019 | $4,715,000 | -27.9% | 93,837 | -27.7% | 0.01% | -30.0% |
| Q3 2019 | $6,535,000 | +7.1% | 129,819 | +7.0% | 0.01% | +11.1% |
| Q2 2019 | $6,104,000 | -28.8% | 121,280 | -29.0% | 0.01% | -35.7% |
| Q1 2019 | $8,576,000 | +253.1% | 170,702 | +250.3% | 0.01% | +250.0% |
| Q4 2018 | $2,429,000 | +179.5% | 48,734 | +181.5% | 0.00% | +300.0% |
| Q3 2018 | $869,000 | +256.1% | 17,311 | +256.1% | 0.00% | – |
| Q2 2018 | $244,000 | -72.9% | 4,861 | -73.0% | 0.00% | -100.0% |
| Q1 2016 | $901,000 | – | 18,000 | – | 0.00% | – |
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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% |