ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $220,395 | -46.6% | 4,379 | -46.4% | 0.00% | -60.0% |
| Q1 2024 | $412,460 | +2.9% | 8,174 | +3.1% | 0.01% | 0.0% |
| Q4 2023 | $400,654 | -11.0% | 7,931 | -12.1% | 0.01% | -16.7% |
| Q3 2023 | $449,958 | -19.4% | 9,019 | -19.2% | 0.01% | -33.3% |
| Q4 2021 | $558,000 | -94.3% | 11,164 | -94.3% | 0.01% | -94.6% |
| Q3 2021 | $9,871,000 | +2.7% | 196,864 | +2.8% | 0.17% | +1.2% |
| Q2 2021 | $9,608,000 | -9.7% | 191,521 | -9.6% | 0.17% | -26.2% |
| Q1 2021 | $10,636,000 | +13.5% | 211,907 | +13.4% | 0.22% | +5.6% |
| Q4 2020 | $9,372,000 | -18.0% | 186,804 | -18.1% | 0.21% | -27.8% |
| Q3 2020 | $11,429,000 | -39.7% | 228,078 | -39.9% | 0.30% | -46.0% |
| Q2 2020 | $18,966,000 | +625.8% | 379,250 | +603.7% | 0.55% | +480.9% |
| Q1 2020 | $2,613,000 | -54.7% | 53,892 | -53.0% | 0.09% | -44.0% |
| Q4 2019 | $5,762,000 | – | 114,659 | – | 0.17% | – |
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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% |