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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,827,784 | -5.2% | 176,945 | -5.5% | 1.61% | -2.5% |
| Q2 2023 | $9,313,797 | -6.1% | 187,325 | -6.3% | 1.65% | -14.4% |
| Q1 2023 | $9,915,960 | -12.6% | 199,919 | -13.2% | 1.92% | -19.6% |
| Q4 2022 | $11,346,066 | -23.6% | 230,283 | -23.6% | 2.39% | -29.4% |
| Q3 2022 | $14,857,000 | -12.0% | 301,610 | -12.0% | 3.39% | +8.2% |
| Q2 2022 | $16,875,000 | -2.9% | 342,563 | -2.3% | 3.13% | +12.3% |
| Q1 2022 | $17,374,000 | – | 350,500 | – | 2.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Enstar Group LTD | 915,711 | $45,740,000 | 15.81% |
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.03% |
| B, B, H, & B INC. | 176,170 | $8,800,000 | 7.34% |
| Bramshill Investments, LLC | 1,307,869 | $65,328,000 | 6.40% |
| Navis Wealth Advisors, LLC | 133,161 | $6,651,000 | 5.60% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 956,434 | $47,774,000 | 5.40% |
| MEMBERS CAPITAL ADVISORS INC | 199,860 | $9,983,000 | 5.12% |
| Clearwater Capital Advisors, LLC | 895,327 | $44,722,000 | 4.93% |
| Rosenberg Matthew Hamilton | 234,786 | $11,728,000 | 4.17% |
| UBP Investment Advisors SA | 223,456 | $11,160,000 | 4.06% |