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 371 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
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 Q1 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders