ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 378 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,139,000 | +6.9% | 63,714 | +6.9% | 0.14% | +8.9% |
| Q2 2022 | $2,936,000 | +3.1% | 59,605 | +3.8% | 0.12% | +13.8% |
| Q1 2022 | $2,847,000 | +29.0% | 57,443 | +30.0% | 0.11% | +5.8% |
| Q4 2021 | $2,207,000 | +23.2% | 44,188 | +23.7% | 0.10% | +17.0% |
| Q3 2021 | $1,791,000 | -6.9% | 35,718 | -6.9% | 0.09% | +1.1% |
| Q2 2021 | $1,924,000 | -13.1% | 38,348 | -13.1% | 0.09% | -25.0% |
| Q1 2021 | $2,215,000 | +19.9% | 44,138 | +19.8% | 0.12% | +17.2% |
| Q4 2020 | $1,848,000 | +12.2% | 36,835 | +12.1% | 0.10% | -27.2% |
| Q3 2020 | $1,647,000 | -1.0% | 32,872 | -1.2% | 0.14% | -11.1% |
| Q2 2020 | $1,663,000 | -34.7% | 33,272 | -36.6% | 0.15% | -33.5% |
| Q1 2020 | $2,545,000 | +26.9% | 52,470 | +31.4% | 0.23% | +58.6% |
| Q4 2019 | $2,006,000 | -22.7% | 39,926 | -22.6% | 0.14% | -26.4% |
| Q3 2019 | $2,595,000 | -14.6% | 51,578 | -14.6% | 0.20% | -14.0% |
| Q2 2019 | $3,037,000 | -7.0% | 60,383 | -7.2% | 0.23% | -17.0% |
| Q1 2019 | $3,265,000 | -14.1% | 65,045 | -14.7% | 0.28% | -18.6% |
| Q4 2018 | $3,802,000 | +162.4% | 76,254 | +163.9% | 0.34% | +31.9% |
| Q2 2018 | $1,449,000 | +4.2% | 28,895 | +4.2% | 0.26% | +198.8% |
| Q1 2018 | $1,390,000 | +13.3% | 27,720 | +13.2% | 0.09% | -32.8% |
| Q4 2017 | $1,227,000 | +90.5% | 24,477 | +91.0% | 0.13% | +21.9% |
| Q3 2017 | $644,000 | +2.2% | 12,812 | +2.2% | 0.10% | +16.7% |
| Q2 2017 | $630,000 | +13.9% | 12,539 | +13.7% | 0.09% | 0.0% |
| Q4 2016 | $553,000 | -42.3% | 11,025 | -42.3% | 0.09% | -34.3% |
| Q3 2016 | $959,000 | +12.3% | 19,099 | +12.1% | 0.14% | -14.9% |
| Q2 2016 | $854,000 | +9.2% | 17,032 | +8.9% | 0.16% | -35.3% |
| Q1 2016 | $782,000 | +21.1% | 15,634 | +21.3% | 0.25% | +0.4% |
| Q3 2015 | $646,000 | – | 12,894 | – | 0.25% | – |
Download | ||||||
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% |