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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,250 | -18.2% | 2,731 | -18.5% | 0.02% | -14.3% |
| Q2 2023 | $166,661 | +512.0% | 3,352 | +510.6% | 0.02% | +425.0% |
| Q1 2023 | $27,230 | +100751.9% | 549 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27 | -99.9% | 549 | +12.7% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -55.6% | 487 | -55.8% | 0.00% | -50.0% |
| Q2 2022 | $54,000 | -78.7% | 1,101 | -79.0% | 0.01% | -87.7% |
| Q1 2020 | $253,000 | +2.8% | 5,234 | +6.6% | 0.06% | +41.3% |
| Q4 2019 | $246,000 | +21.2% | 4,908 | +21.6% | 0.05% | +12.2% |
| Q2 2019 | $203,000 | -36.0% | 4,035 | -36.2% | 0.04% | -37.9% |
| Q1 2019 | $317,000 | -3.1% | 6,321 | -3.8% | 0.07% | -15.4% |
| Q4 2018 | $327,000 | – | 6,572 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |