Creative Planning - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2021$257,000
-10.1%
5,150
-9.7%
0.00%
-100.0%
Q3 2021$286,000
+10.4%
5,706
+10.6%
0.00%
Q2 2021$259,000
-29.8%
5,159
-29.9%
0.00%
-100.0%
Q1 2021$369,000
-14.8%
7,361
-14.7%
0.00%0.0%
Q4 2020$433,000
+36.2%
8,627
+36.1%
0.00%0.0%
Q3 2020$318,000
+42.6%
6,339
+41.8%
0.00%0.0%
Q2 2020$223,000
+232.8%
4,469
+237.5%
0.00%
Q2 2017$67,000
-34.3%
1,324
-35.0%
0.00%
-100.0%
Q1 2017$102,000
+308.0%
2,037
+307.4%
0.00%
Q4 2016$25,000
-77.5%
500
-77.3%
0.00%
-100.0%
Q3 2016$111,000
-49.1%
2,203
-49.4%
0.00%
-50.0%
Q2 2016$218,000
+505.6%
4,355
+507.4%
0.00%
Q1 2016$36,000
+44.0%
717
+43.4%
0.00%
Q4 2015$25,0000.0%5000.0%0.00%
Q3 2015$25,0000.0%5000.0%0.00%
Q1 2015$25,0005000.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders