ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,693,905 | +3.7% | 74,041 | +3.3% | 0.45% | +7.3% |
Q2 2023 | $3,562,189 | -4.2% | 71,645 | -4.4% | 0.42% | -9.1% |
Q1 2023 | $3,716,578 | +14.8% | 74,931 | +14.0% | 0.46% | -0.6% |
Q3 2022 | $3,238,000 | -16.9% | 65,729 | -17.0% | 0.47% | -10.2% |
Q2 2022 | $3,897,000 | -10.5% | 79,194 | -9.9% | 0.52% | -2.6% |
Q1 2022 | $4,352,000 | – | 87,916 | – | 0.53% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |