ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 223 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,308,000 | +312.6% | 26,053 | +312.3% | 0.01% | +266.7% |
| Q4 2020 | $317,000 | +20.1% | 6,319 | +20.0% | 0.00% | 0.0% |
| Q3 2020 | $264,000 | -2.9% | 5,268 | -3.0% | 0.00% | -25.0% |
| Q2 2020 | $272,000 | +3.4% | 5,430 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $263,000 | -38.0% | 5,430 | -35.6% | 0.00% | -20.0% |
| Q4 2019 | $424,000 | -19.2% | 8,430 | -19.2% | 0.01% | -16.7% |
| Q3 2019 | $525,000 | 0.0% | 10,430 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $525,000 | -15.9% | 10,430 | -16.1% | 0.01% | -25.0% |
| Q1 2019 | $624,000 | +52.2% | 12,430 | +51.3% | 0.01% | +33.3% |
| Q4 2018 | $410,000 | -55.1% | 8,217 | -54.9% | 0.01% | -50.0% |
| Q3 2018 | $914,000 | +12.4% | 18,217 | +12.3% | 0.01% | +9.1% |
| Q2 2018 | $813,000 | 0.0% | 16,217 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $813,000 | – | 16,217 | – | 0.01% | – |
Download | ||||||
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% |