ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 374 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $295,000 | -6.6% | 5,887 | -6.5% | 0.05% | -20.7% |
| Q3 2020 | $316,000 | -0.3% | 6,297 | -0.8% | 0.06% | -6.5% |
| Q2 2020 | $317,000 | -24.0% | 6,345 | -26.2% | 0.06% | -39.8% |
| Q1 2020 | $417,000 | -5.9% | 8,602 | -2.5% | 0.10% | +19.8% |
| Q4 2019 | $443,000 | +12.2% | 8,821 | +12.4% | 0.09% | 0.0% |
| Q3 2019 | $395,000 | 0.0% | 7,850 | 0.0% | 0.09% | -5.5% |
| Q2 2019 | $395,000 | -1.2% | 7,850 | -1.5% | 0.09% | -3.2% |
| Q1 2019 | $400,000 | +0.8% | 7,970 | 0.0% | 0.09% | -13.0% |
| Q4 2018 | $397,000 | -0.8% | 7,970 | 0.0% | 0.11% | +14.9% |
| Q3 2018 | $400,000 | -3.1% | 7,970 | -3.3% | 0.09% | -23.0% |
| Q1 2018 | $413,000 | – | 8,240 | – | 0.12% | – |
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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% |