ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,559,552 | +13.6% | 30,870 | +12.2% | 0.02% | +4.8% |
| Q3 2023 | $1,372,494 | -5.8% | 27,510 | -6.1% | 0.02% | -8.7% |
| Q2 2023 | $1,456,507 | +32.5% | 29,294 | +32.2% | 0.02% | +27.8% |
| Q1 2023 | $1,098,893 | +93.3% | 22,155 | +92.0% | 0.02% | +80.0% |
| Q4 2022 | $568,611 | -2.6% | 11,541 | -2.6% | 0.01% | -33.3% |
| Q3 2022 | $584,000 | -61.3% | 11,849 | -61.3% | 0.02% | -55.9% |
| Q2 2022 | $1,508,000 | -30.7% | 30,613 | -30.3% | 0.03% | -20.9% |
| Q1 2022 | $2,176,000 | -8.1% | 43,904 | -7.4% | 0.04% | -10.4% |
| Q4 2021 | $2,369,000 | -8.4% | 47,433 | -8.0% | 0.05% | -4.0% |
| Q3 2021 | $2,585,000 | +2.2% | 51,557 | +2.2% | 0.05% | -16.7% |
| Q2 2021 | $2,530,000 | -16.7% | 50,439 | -16.7% | 0.06% | -28.6% |
| Q1 2021 | $3,039,000 | -7.3% | 60,552 | -7.3% | 0.08% | -20.0% |
| Q4 2020 | $3,278,000 | +13.3% | 65,330 | +13.2% | 0.10% | -3.7% |
| Q3 2020 | $2,892,000 | +10.2% | 57,719 | +10.0% | 0.11% | -2.7% |
| Q2 2020 | $2,625,000 | -11.5% | 52,486 | -14.2% | 0.11% | -29.6% |
| Q1 2020 | $2,966,000 | -1.3% | 61,161 | +2.2% | 0.16% | +24.2% |
| Q4 2019 | $3,004,000 | +8.2% | 59,841 | +8.3% | 0.13% | +4.1% |
| Q3 2019 | $2,777,000 | -10.9% | 55,238 | -11.0% | 0.12% | -11.5% |
| Q2 2019 | $3,118,000 | +16.8% | 62,042 | +16.6% | 0.14% | +4.5% |
| Q1 2019 | $2,669,000 | +391.5% | 53,194 | +387.4% | 0.13% | +315.6% |
| Q4 2018 | $543,000 | +61.6% | 10,913 | +61.9% | 0.03% | +100.0% |
| Q3 2018 | $336,000 | +67.2% | 6,741 | +66.9% | 0.02% | +33.3% |
| Q2 2018 | $201,000 | -74.9% | 4,039 | -74.7% | 0.01% | -75.0% |
| Q1 2018 | $800,000 | -8.0% | 15,996 | -8.1% | 0.05% | -9.4% |
| Q4 2017 | $870,000 | -9.1% | 17,415 | -8.7% | 0.05% | -8.6% |
| Q3 2017 | $957,000 | +46.8% | 19,081 | +46.8% | 0.06% | +41.5% |
| Q2 2017 | $652,000 | -45.0% | 13,002 | -44.9% | 0.04% | -48.1% |
| Q1 2017 | $1,185,000 | +451.2% | 23,592 | +451.2% | 0.08% | +338.9% |
| Q1 2016 | $215,000 | – | 4,280 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |