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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $226,123 | -7.0% | 4,548 | -7.2% | 0.00% | 0.0% |
| Q1 2023 | $243,062 | -80.4% | 4,900 | -80.5% | 0.00% | -82.4% |
| Q4 2022 | $1,237,922 | -35.0% | 25,125 | -35.0% | 0.02% | -41.4% |
| Q3 2022 | $1,905,000 | +790.2% | 38,664 | +803.4% | 0.03% | +625.0% |
| Q2 2021 | $214,000 | -4.9% | 4,280 | -5.0% | 0.00% | -20.0% |
| Q1 2021 | $225,000 | -18.2% | 4,503 | -17.9% | 0.01% | -28.6% |
| Q4 2020 | $275,000 | -69.8% | 5,486 | -69.9% | 0.01% | -53.3% |
| Q3 2020 | $912,000 | +38.6% | 18,247 | +39.1% | 0.02% | -21.1% |
| Q2 2020 | $658,000 | +1.5% | 13,115 | -1.5% | 0.02% | 0.0% |
| Q1 2020 | $648,000 | – | 13,318 | – | 0.02% | – |
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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% |