ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 121 filers reported holding ISHARES U S ETF TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $54,339,000 | +52.9% | 1,082,877 | +52.9% | 0.06% | +43.2% |
| Q3 2016 | $35,540,000 | +4.0% | 708,100 | +3.9% | 0.04% | +2.3% |
| Q2 2016 | $34,176,000 | +60.0% | 681,197 | +59.6% | 0.04% | +53.6% |
| Q1 2016 | $21,360,000 | -47.9% | 426,688 | -48.0% | 0.03% | -47.2% |
| Q4 2015 | $41,030,000 | +68.6% | 820,269 | +68.9% | 0.05% | +60.6% |
| Q3 2015 | $24,331,000 | +9.2% | 485,751 | +9.3% | 0.03% | +17.9% |
| Q2 2015 | $22,285,000 | +85.0% | 444,465 | +85.0% | 0.03% | +75.0% |
| Q1 2015 | $12,045,000 | +35.9% | 240,189 | +35.6% | 0.02% | +33.3% |
| Q4 2014 | $8,862,000 | – | 177,170 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |