Carlton Hofferkamp & Jenks Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2023$269,708
+0.2%
5,4300.0%0.12%
-3.3%
Q1 2023$269,274
-26.7%
5,430
-26.8%
0.12%
-23.6%
Q4 2022$367,487
-69.4%
7,415
-69.7%
0.16%
-71.6%
Q3 2022$1,202,000
-0.1%
24,4510.0%0.57%
+2.7%
Q2 2022$1,203,000
-34.4%
24,451
-33.9%
0.55%
-26.5%
Q1 2022$1,833,000
-12.3%
37,001
-11.6%
0.75%
-14.8%
Q4 2021$2,090,000
-0.2%
41,8720.0%0.88%
+4.6%
Q3 2021$2,095,000
-1.7%
41,872
-1.5%
0.84%
-8.3%
Q2 2021$2,132,000
-4.4%
42,522
-4.3%
0.92%
-7.4%
Q1 2021$2,229,000
-3.1%
44,441
-3.0%
0.99%
-12.4%
Q4 2020$2,301,000
+2.4%
45,816
+2.3%
1.13%
-3.9%
Q3 2020$2,246,000
+6.7%
44,776
+6.5%
1.18%
-1.9%
Q2 2020$2,105,000
+5.0%
42,026
+3.1%
1.20%
-2.6%
Q1 2020$2,005,000
-13.8%
40,746
-11.8%
1.23%
-6.0%
Q4 2019$2,326,000
-7.7%
46,196
-7.8%
1.31%
-15.5%
Q3 2019$2,520,000
-3.3%
50,116
-3.3%
1.55%
-1.3%
Q2 2019$2,605,000
-9.3%
51,816
-9.4%
1.57%
-12.7%
Q1 2019$2,873,000
-26.8%
57,181
-27.4%
1.80%
-35.9%
Q4 2018$3,927,00078,7932.81%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Enstar Group LTD 915,711$45,740,00015.81%
Columbia Trust Co 01012016 491,545$24,646,00013.03%
B, B, H, & B INC. 176,170$8,800,0007.34%
Bramshill Investments, LLC 1,307,869$65,328,0006.40%
Navis Wealth Advisors, LLC 133,161$6,651,0005.60%
TRUSTCORE FINANCIAL SERVICES, LLC 956,434$47,774,0005.40%
MEMBERS CAPITAL ADVISORS INC 199,860$9,983,0005.12%
Clearwater Capital Advisors, LLC 895,327$44,722,0004.93%
Rosenberg Matthew Hamilton 234,786$11,728,0004.17%
UBP Investment Advisors SA 223,456$11,160,0004.06%
View complete list of ISHARES U S ETF TR shareholders