Thomas J. Herzfeld Advisors, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 316 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2019$3,629,000
+2588.1%
72,236
+2575.4%
1.33%
+2672.9%
Q3 2018$135,000
-73.1%
2,700
-73.0%
0.05%
-73.9%
Q2 2018$502,0000.0%10,0000.0%0.18%
-5.6%
Q1 2018$502,000
+0.2%
10,0000.0%0.20%
+4.8%
Q4 2017$501,000
-0.4%
10,0000.0%0.19%
-16.2%
Q3 2017$503,0000.0%10,0000.0%0.22%
+0.5%
Q2 2017$503,0000.0%10,0000.0%0.22%0.0%
Q1 2017$503,00010,0000.22%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2019
NameSharesValueWeighting ↓
TAP Consulting, LLC 2,060,323$101,492,00027.17%
Columbia Trust Co 01012016 502,489$24,753,00013.98%
Bramshill Investments, LLC 1,986,770$97,868,00013.88%
RETIREMENT CAPITAL STRATEGIES 440,696$21,709,0009.93%
Clearwater Capital Advisors, LLC 1,183,483$58,298,0008.05%
TRUSTCORE FINANCIAL SERVICES, LLC 1,398,429$68,887,0006.54%
EP Wealth Advisors, LLC 5,668,677$279,239,0006.33%
Rosenberg Matthew Hamilton 304,861$15,017,0005.81%
UBP Investment Advisors SA 192,152$9,470,0004.88%
Kore Private Wealth LLC 531,103$26,162,0004.73%
View complete list of ISHARES U S ETF TR shareholders