J.W. COLE ADVISORS, INC. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,555,452
-7.1%
31,178
-7.4%
0.12%
-3.4%
Q2 2023$1,674,281
-6.6%
33,674
-6.8%
0.12%
-7.0%
Q1 2023$1,791,650
-3.4%
36,122
-4.1%
0.13%
-10.5%
Q4 2022$1,855,342
-20.5%
37,656
-20.5%
0.14%
-26.7%
Q3 2022$2,334,000
+0.0%
47,376
+0.0%
0.20%
+4.8%
Q2 2022$2,333,000
+227.2%
47,366
+229.4%
0.19%
+287.5%
Q1 2022$713,000
-5.9%
14,378
-5.3%
0.05%
-2.0%
Q4 2021$758,000
-38.4%
15,180
-36.5%
0.05%
-44.3%
Q3 2021$1,231,000
+54.8%
23,895
+50.9%
0.09%
+39.7%
Q2 2021$795,000
-6.4%
15,839
-6.4%
0.06%
-23.2%
Q1 2021$849,000
+9.8%
16,922
+9.9%
0.08%
+2.5%
Q4 2020$773,000
+91.8%
15,399
+91.3%
0.08%
+158.1%
Q3 2020$403,000
-49.1%
8,051
-49.2%
0.03%
-73.9%
Q2 2020$792,000
+18.0%
15,843
+18.6%
0.12%
+40.0%
Q4 2019$671,00013,3580.08%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders