ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 132 filers reported holding ISHARES U S ETF TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $221,000 | +10.0% | 4,410 | +10.2% | 0.00% | – |
| Q2 2021 | $201,000 | -22.1% | 4,000 | -22.2% | 0.00% | – |
| Q4 2019 | $258,000 | -34.0% | 5,142 | -33.9% | 0.00% | – |
| Q3 2019 | $391,000 | -11.5% | 7,775 | -11.4% | 0.00% | -100.0% |
| Q2 2019 | $442,000 | +69.3% | 8,775 | +68.8% | 0.00% | – |
| Q1 2019 | $261,000 | -95.8% | 5,200 | -95.8% | 0.00% | -100.0% |
| Q4 2017 | $6,204,000 | -10.7% | 123,775 | -10.4% | 0.01% | -22.2% |
| Q3 2017 | $6,950,000 | -1.4% | 138,198 | -1.4% | 0.01% | 0.0% |
| Q2 2017 | $7,049,000 | -7.5% | 140,227 | -7.6% | 0.01% | -10.0% |
| Q1 2017 | $7,622,000 | +326.8% | 151,679 | +326.1% | 0.01% | +400.0% |
| Q4 2016 | $1,786,000 | +71.1% | 35,595 | +71.1% | 0.00% | +100.0% |
| Q3 2016 | $1,044,000 | +31.0% | 20,805 | +30.9% | 0.00% | 0.0% |
| Q2 2016 | $797,000 | – | 15,890 | – | 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% |