ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 334 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,630 | -91.6% | 92 | -91.7% | 0.00% | – |
| Q1 2023 | $54,808 | -8.6% | 1,105 | -9.2% | 0.00% | – |
| Q4 2022 | $59,962 | -99.5% | 1,217 | -99.5% | 0.00% | -100.0% |
| Q3 2022 | $12,616,000 | -9.4% | 256,109 | -9.4% | 0.06% | -4.8% |
| Q2 2022 | $13,923,000 | +94.8% | 282,645 | +96.0% | 0.06% | +106.7% |
| Q1 2022 | $7,148,000 | +41947.1% | 144,200 | +42689.3% | 0.03% | – |
| Q3 2021 | $17,000 | -45.2% | 337 | -45.0% | 0.00% | – |
| Q2 2021 | $31,000 | 0.0% | 613 | -1.8% | 0.00% | – |
| Q1 2021 | $31,000 | 0.0% | 624 | 0.0% | 0.00% | – |
| Q4 2020 | $31,000 | -42.6% | 624 | -42.4% | 0.00% | – |
| Q3 2020 | $54,000 | +2600.0% | 1,084 | +2679.5% | 0.00% | – |
| Q2 2020 | $2,000 | -50.0% | 39 | -48.7% | 0.00% | – |
| Q1 2020 | $4,000 | -78.9% | 76 | -80.2% | 0.00% | – |
| Q4 2019 | $19,000 | +1800.0% | 384 | +3100.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 12 | -57.1% | 0.00% | – |
| Q1 2019 | $1,000 | -100.0% | 28 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $55,344,000 | +1106780.0% | 1,110,209 | +1110109.0% | 0.53% | – |
| Q2 2017 | $5,000 | -88.4% | 100 | -88.4% | 0.00% | -100.0% |
| Q3 2016 | $43,000 | – | 865 | – | 0.00% | – |
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% |