ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,244,818 | -6.2% | 706,451 | -6.6% | 1.66% | -3.2% |
| Q2 2023 | $37,593,490 | -6.7% | 756,104 | -6.9% | 1.71% | -9.9% |
| Q1 2023 | $40,271,838 | +8.7% | 811,932 | +8.0% | 1.90% | +5.3% |
| Q4 2022 | $37,046,776 | -2.1% | 751,913 | -2.1% | 1.81% | -13.0% |
| Q3 2022 | $37,828,000 | -10.3% | 767,926 | -10.3% | 2.08% | -4.3% |
| Q2 2022 | $42,160,000 | -8.3% | 855,859 | -7.7% | 2.17% | +3.6% |
| Q1 2022 | $45,974,000 | +4.6% | 927,452 | +5.4% | 2.09% | +8.4% |
| Q4 2021 | $43,940,000 | +12.1% | 879,674 | +12.5% | 1.93% | -2.3% |
| Q3 2021 | $39,189,000 | +10.4% | 781,589 | +10.4% | 1.98% | +8.8% |
| Q2 2021 | $35,507,000 | +23.3% | 707,812 | +23.3% | 1.82% | +14.8% |
| Q1 2021 | $28,801,000 | +7.6% | 573,840 | +7.6% | 1.58% | 0.0% |
| Q4 2020 | $26,758,000 | -3.2% | 533,352 | -3.3% | 1.58% | -15.3% |
| Q3 2020 | $27,637,000 | -16.6% | 551,519 | -16.8% | 1.87% | -22.4% |
| Q2 2020 | $33,154,000 | -15.1% | 662,941 | -17.7% | 2.41% | -29.4% |
| Q1 2020 | $39,037,000 | +6.8% | 805,048 | +10.7% | 3.41% | +38.0% |
| Q4 2019 | $36,547,000 | +40.9% | 727,302 | +41.1% | 2.47% | +28.4% |
| Q3 2019 | $25,939,000 | – | 515,281 | – | 1.92% | – |
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% |