ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 374 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 2021 | $217,000 | -87.2% | 4,327 | -87.2% | 0.03% | +32.0% |
| Q4 2020 | $1,696,000 | -54.3% | 33,801 | -54.4% | 0.02% | -63.2% |
| Q3 2020 | $3,715,000 | -1.1% | 74,138 | -1.3% | 0.07% | -8.1% |
| Q2 2020 | $3,755,000 | -81.3% | 75,086 | -81.9% | 0.07% | -88.0% |
| Q1 2020 | $20,085,000 | +11.9% | 414,204 | +16.0% | 0.62% | +13.2% |
| Q4 2019 | $17,950,000 | +26.8% | 357,219 | +27.0% | 0.55% | -5.0% |
| Q3 2019 | $14,156,000 | +12.6% | 281,205 | +12.5% | 0.58% | +7.1% |
| Q2 2019 | $12,577,000 | +287.0% | 249,906 | +286.3% | 0.54% | +177.3% |
| Q1 2019 | $3,250,000 | +1117.2% | 64,688 | +1106.9% | 0.19% | +454.3% |
| Q4 2018 | $267,000 | +32.2% | 5,360 | +33.2% | 0.04% | +191.7% |
| Q3 2018 | $202,000 | -29.9% | 4,024 | -29.8% | 0.01% | -42.9% |
| Q2 2018 | $288,000 | +1.8% | 5,734 | +1.7% | 0.02% | -86.2% |
| Q2 2016 | $283,000 | -39.7% | 5,639 | -39.8% | 0.15% | -47.2% |
| Q1 2016 | $469,000 | – | 9,362 | – | 0.29% | – |
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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% |