WBH ADVISORY INC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 352 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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$4,352,00087,9160.53%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders