ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2015 | $25,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |