ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 328 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,750,830 | +47.2% | 34,787 | +47.6% | 0.11% | +45.5% |
| Q1 2024 | $1,189,645 | -21.1% | 23,576 | -21.0% | 0.08% | -24.5% |
| Q4 2023 | $1,506,911 | -18.4% | 29,830 | -19.4% | 0.10% | -26.6% |
| Q3 2023 | $1,845,830 | -39.2% | 37,000 | -39.4% | 0.14% | -36.8% |
| Q2 2023 | $3,034,809 | -26.5% | 61,040 | -26.7% | 0.22% | -29.7% |
| Q1 2023 | $4,131,730 | +87884.0% | 83,303 | -12.6% | 0.31% | -14.5% |
| Q4 2022 | $4,696 | -99.9% | 95,321 | -11.5% | 0.37% | -16.8% |
| Q3 2022 | $5,303,000 | -0.7% | 107,653 | -0.7% | 0.44% | +6.8% |
| Q2 2022 | $5,343,000 | -32.0% | 108,466 | -31.6% | 0.41% | -22.3% |
| Q1 2022 | $7,857,000 | -19.9% | 158,513 | -19.3% | 0.53% | -15.7% |
| Q4 2021 | $9,813,000 | +24.4% | 196,452 | +24.8% | 0.63% | +14.6% |
| Q3 2021 | $7,891,000 | +7.8% | 157,380 | +7.9% | 0.55% | +7.6% |
| Q2 2021 | $7,318,000 | -9.6% | 145,872 | -9.5% | 0.51% | -16.0% |
| Q1 2021 | $8,091,000 | +4.8% | 161,213 | +4.8% | 0.61% | -1.3% |
| Q4 2020 | $7,718,000 | +26.9% | 153,852 | +26.7% | 0.62% | +14.1% |
| Q3 2020 | $6,083,000 | +3.5% | 121,398 | +3.3% | 0.54% | -3.2% |
| Q2 2020 | $5,877,000 | -4.5% | 117,523 | -7.4% | 0.56% | -17.7% |
| Q1 2020 | $6,154,000 | -23.3% | 126,919 | -20.5% | 0.68% | -7.6% |
| Q4 2019 | $8,021,000 | +3.5% | 159,653 | +3.7% | 0.73% | -4.1% |
| Q3 2019 | $7,747,000 | -16.1% | 153,911 | -16.1% | 0.76% | -17.6% |
| Q2 2019 | $9,229,000 | -7.5% | 183,392 | -7.6% | 0.93% | -7.5% |
| Q1 2019 | $9,973,000 | -8.1% | 198,530 | -8.8% | 1.00% | -18.7% |
| Q4 2018 | $10,850,000 | -32.0% | 217,661 | -31.5% | 1.23% | -21.9% |
| Q3 2018 | $15,957,000 | -15.4% | 317,982 | -15.4% | 1.58% | -21.5% |
| Q2 2018 | $18,854,000 | +15.7% | 375,804 | +15.7% | 2.01% | +13.4% |
| Q1 2018 | $16,291,000 | -14.0% | 324,794 | -14.1% | 1.77% | -19.4% |
| Q4 2017 | $18,950,000 | +42.3% | 378,105 | +42.7% | 2.20% | +32.2% |
| Q3 2017 | $13,320,000 | -0.9% | 264,880 | -0.9% | 1.66% | -0.9% |
| Q2 2017 | $13,435,000 | +20.5% | 267,261 | +20.5% | 1.68% | +16.0% |
| Q1 2017 | $11,148,000 | +557.7% | 221,853 | +556.7% | 1.45% | +535.1% |
| Q4 2016 | $1,695,000 | – | 33,782 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |