ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,059,280 | +6.3% | 21,232 | +5.9% | 0.04% | +11.1% |
Q2 2023 | $996,911 | -41.3% | 20,050 | -41.5% | 0.04% | -35.7% |
Q1 2023 | $1,699,238 | -1.1% | 34,258 | -1.8% | 0.06% | -8.2% |
Q4 2022 | $1,718,765 | +43.3% | 34,884 | +43.3% | 0.06% | +32.6% |
Q3 2022 | $1,199,000 | +17.8% | 24,343 | +17.9% | 0.05% | +31.4% |
Q2 2022 | $1,018,000 | +2.5% | 20,655 | +3.2% | 0.04% | +16.7% |
Q1 2022 | $993,000 | +4.4% | 20,022 | +5.2% | 0.03% | +11.1% |
Q4 2021 | $951,000 | -10.0% | 19,033 | -9.7% | 0.03% | -15.6% |
Q3 2021 | $1,057,000 | -23.2% | 21,076 | -23.1% | 0.03% | -22.0% |
Q2 2021 | $1,376,000 | -16.7% | 27,423 | -16.6% | 0.04% | -22.6% |
Q1 2021 | $1,651,000 | -43.4% | 32,885 | -43.4% | 0.05% | -46.5% |
Q4 2020 | $2,916,000 | -18.3% | 58,131 | -18.4% | 0.10% | -29.8% |
Q3 2020 | $3,570,000 | +23.0% | 71,244 | +22.8% | 0.14% | +11.0% |
Q2 2020 | $2,902,000 | +2.5% | 58,038 | -0.6% | 0.13% | -24.4% |
Q1 2020 | $2,832,000 | -19.9% | 58,404 | -17.0% | 0.17% | +12.8% |
Q4 2019 | $3,534,000 | -4.1% | 70,328 | -4.0% | 0.15% | -15.8% |
Q3 2019 | $3,687,000 | +3.0% | 73,239 | +3.0% | 0.18% | -3.8% |
Q2 2019 | $3,579,000 | +3.0% | 71,101 | +2.8% | 0.18% | -6.6% |
Q1 2019 | $3,474,000 | +2.5% | 69,140 | +1.7% | 0.20% | -19.9% |
Q4 2018 | $3,388,000 | +43.1% | 67,970 | +44.0% | 0.25% | +77.0% |
Q3 2018 | $2,368,000 | +97.7% | 47,193 | +97.6% | 0.14% | +73.8% |
Q2 2018 | $1,198,000 | +79.1% | 23,882 | +79.0% | 0.08% | +63.3% |
Q1 2018 | $669,000 | -16.4% | 13,343 | -16.4% | 0.05% | -21.0% |
Q4 2017 | $800,000 | +1.5% | 15,960 | +1.8% | 0.06% | -4.6% |
Q3 2017 | $788,000 | -1.7% | 15,671 | -1.8% | 0.06% | -13.3% |
Q2 2017 | $802,000 | +232.8% | 15,953 | +232.6% | 0.08% | +226.1% |
Q1 2017 | $241,000 | -12.4% | 4,796 | -12.4% | 0.02% | -23.3% |
Q4 2016 | $275,000 | – | 5,475 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |