CWM, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 207 filers reported holding ISHARES U S ETF TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$21,526
-22.9%
427,696
-22.7%
0.10%
-25.7%
Q1 2024$27,918
+6.5%
553,276
+6.7%
0.14%
-3.5%
Q4 2023$26,207
+395.3%
518,743
+389.1%
0.14%
+340.6%
Q3 2023$5,291
+122.7%
106,052
+122.0%
0.03%
+113.3%
Q2 2023$2,376
-6.8%
47,780
-7.0%
0.02%
-11.8%
Q1 2023$2,548
+24.8%
51,372
+24.0%
0.02%
+13.3%
Q4 2022$2,042
-99.9%
41,444
-30.4%
0.02%
-34.8%
Q3 2022$2,933,000
+24.6%
59,551
+24.6%
0.02%
+27.8%
Q2 2022$2,354,000
+872.7%
47,793
+879.2%
0.02%
+800.0%
Q1 2022$242,000
-15.1%
4,881
-14.6%
0.00%0.0%
Q4 2021$285,000
-19.3%
5,713
-18.8%
0.00%
-33.3%
Q2 2021$353,0000.0%7,0340.0%0.00%0.0%
Q1 2021$353,0000.0%7,0340.0%0.00%0.0%
Q4 2020$353,0000.0%7,0340.0%0.00%0.0%
Q3 2020$353,0000.0%7,0340.0%0.00%0.0%
Q2 2020$353,0000.0%7,0340.0%0.00%0.0%
Q1 2020$353,0000.0%7,0340.0%0.00%0.0%
Q4 2019$353,0000.0%7,0340.0%0.00%0.0%
Q3 2019$353,0000.0%7,0340.0%0.00%0.0%
Q2 2019$353,0000.0%7,0340.0%0.00%0.0%
Q1 2019$353,000
-99.8%
7,034
-99.8%
0.00%
-99.9%
Q4 2018$152,139,000
+38.9%
3,051,940
+39.8%
3.80%
+35.9%
Q3 2018$109,539,000
+151.4%
2,182,703
+151.3%
2.80%
+95.0%
Q2 2018$43,570,000
+34.3%
868,457
+34.3%
1.43%
+11.2%
Q1 2018$32,434,000
+75.4%
646,613
+75.3%
1.29%
+57.0%
Q4 2017$18,490,000
+36.1%
368,908
+36.5%
0.82%
+27.9%
Q3 2017$13,588,000
+22.4%
270,187
+22.4%
0.64%
+12.8%
Q2 2017$11,099,000
+13.4%
220,782
+13.4%
0.57%
+2.9%
Q1 2017$9,787,000
+17.1%
194,758
+17.0%
0.55%
+8.0%
Q4 2016$8,355,000
-12.6%
166,501
-12.6%
0.51%
-22.4%
Q3 2016$9,561,000
+18.1%
190,500
+18.0%
0.66%
+11.7%
Q2 2016$8,097,000
+146.6%
161,383
+146.0%
0.59%
+105.2%
Q1 2016$3,284,000
+1353.1%
65,597
+1354.5%
0.29%
+1209.1%
Q4 2015$226,000
+283.1%
4,510
+283.8%
0.02%
+266.7%
Q3 2015$59,0001,1750.01%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2018
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