ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 326 filers reported holding ISHARES U S ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $275,941 | -1.9% | 5,503 | -1.7% | 0.01% | -16.7% |
| Q1 2024 | $281,418 | -0.0% | 5,598 | 0.0% | 0.01% | +50.0% |
| Q4 2023 | $281,438 | +1.2% | 5,598 | 0.0% | 0.00% | -20.0% |
| Q3 2023 | $278,124 | -55.4% | 5,598 | -55.5% | 0.01% | 0.0% |
| Q2 2023 | $624,274 | +99.1% | 12,592 | +100.0% | 0.01% | 0.0% |
| Q1 2023 | $313,558 | -1.0% | 6,296 | -2.5% | 0.01% | 0.0% |
| Q4 2022 | $316,697 | -0.4% | 6,456 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $318,000 | +3.2% | 6,456 | +3.2% | 0.01% | +20.0% |
| Q1 2022 | $308,000 | -1.6% | 6,254 | -1.0% | 0.01% | 0.0% |
| Q4 2021 | $313,000 | -6.6% | 6,314 | -6.0% | 0.01% | 0.0% |
| Q3 2021 | $335,000 | -48.5% | 6,714 | -48.4% | 0.01% | -37.5% |
| Q2 2021 | $650,000 | – | 13,008 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |