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 | $482,436 | -2.2% | 9,670 | -2.5% | 0.09% | +1.2% |
| Q2 2023 | $493,222 | -16.6% | 9,920 | -16.8% | 0.09% | -21.8% |
| Q1 2023 | $591,232 | -16.2% | 11,920 | -16.8% | 0.11% | -20.9% |
| Q4 2022 | $705,546 | +0.1% | 14,320 | 0.0% | 0.14% | -6.1% |
| Q3 2022 | $705,000 | -37.2% | 14,320 | -37.2% | 0.15% | -32.7% |
| Q2 2022 | $1,123,000 | -26.2% | 22,795 | -25.7% | 0.22% | -13.7% |
| Q1 2022 | $1,521,000 | +21.5% | 30,685 | +22.4% | 0.26% | +22.6% |
| Q4 2021 | $1,252,000 | +0.9% | 25,070 | +1.3% | 0.21% | -3.3% |
| Q3 2021 | $1,241,000 | +87.5% | 24,752 | +87.5% | 0.22% | +83.8% |
| Q2 2021 | $662,000 | -8.4% | 13,202 | -8.3% | 0.12% | -12.7% |
| Q1 2021 | $723,000 | – | 14,403 | – | 0.13% | – |
Download | ||||||
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% |