ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 348 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $670,550 | -70.5% | 13,323 | -70.4% | 0.01% | -74.3% |
Q4 2023 | $2,276,415 | +8.9% | 45,060 | +7.5% | 0.04% | -5.4% |
Q3 2023 | $2,090,686 | +0.1% | 41,905 | -0.5% | 0.04% | -7.5% |
Q1 2023 | $2,087,927 | +2.8% | 42,095 | +2.1% | 0.04% | -4.8% |
Q4 2022 | $2,031,539 | -0.1% | 41,232 | -0.1% | 0.04% | -6.7% |
Q3 2022 | $2,033,000 | +25.3% | 41,276 | +25.3% | 0.04% | +32.4% |
Q2 2022 | $1,623,000 | -65.8% | 32,953 | -65.2% | 0.03% | -76.4% |
Q3 2020 | $4,743,000 | +23.6% | 94,657 | +23.4% | 0.14% | +9.9% |
Q2 2020 | $3,837,000 | -53.0% | 76,728 | -54.5% | 0.13% | -79.1% |
Q1 2020 | $8,171,000 | -4.8% | 168,513 | -1.3% | 0.63% | +170.3% |
Q4 2019 | $8,580,000 | -26.1% | 170,748 | -26.0% | 0.23% | -44.0% |
Q3 2019 | $11,610,000 | -24.1% | 230,635 | -24.2% | 0.41% | -27.4% |
Q2 2019 | $15,296,000 | -6.6% | 304,160 | -6.7% | 0.57% | -17.7% |
Q1 2019 | $16,377,000 | +23.3% | 325,981 | +22.4% | 0.69% | +17.9% |
Q4 2018 | $13,277,000 | +14.9% | 266,348 | +15.7% | 0.59% | +28.7% |
Q3 2018 | $11,552,000 | +100.8% | 230,218 | +100.7% | 0.46% | +80.6% |
Q2 2018 | $5,754,000 | +171.8% | 114,694 | +171.7% | 0.25% | +148.0% |
Q1 2018 | $2,117,000 | +30.1% | 42,209 | +30.1% | 0.10% | +25.9% |
Q4 2017 | $1,627,000 | +20.5% | 32,454 | +20.9% | 0.08% | +9.5% |
Q3 2017 | $1,350,000 | +2.0% | 26,843 | +2.0% | 0.07% | -8.6% |
Q2 2017 | $1,323,000 | +5.5% | 26,321 | +5.5% | 0.08% | -1.2% |
Q1 2017 | $1,254,000 | +1.5% | 24,953 | +1.3% | 0.08% | -12.8% |
Q4 2016 | $1,236,000 | +44.9% | 24,633 | +45.0% | 0.09% | +20.5% |
Q3 2016 | $853,000 | -47.7% | 16,986 | -47.9% | 0.08% | -55.7% |
Q2 2016 | $1,632,000 | -24.0% | 32,585 | -24.0% | 0.18% | -27.9% |
Q1 2016 | $2,146,000 | +230.7% | 42,870 | +230.3% | 0.24% | +243.7% |
Q4 2015 | $649,000 | +5.2% | 12,980 | +5.4% | 0.07% | -16.5% |
Q3 2015 | $617,000 | +6.2% | 12,313 | +6.2% | 0.08% | +25.0% |
Q2 2015 | $581,000 | -18.1% | 11,589 | -18.0% | 0.07% | -15.0% |
Q1 2015 | $709,000 | – | 14,140 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |