Chicago Partners Investment Group LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 352 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$593,959
+6.3%
11,915
+5.9%
0.03%
+10.3%
Q2 2023$558,581
-2.6%
11,253
-2.6%
0.03%
-12.1%
Q1 2023$573,496
-3.3%
11,553
-3.6%
0.03%
-8.3%
Q4 2022$593,029
+7.2%
11,980
+6.2%
0.04%
-7.7%
Q3 2022$553,000
-8.4%
11,278
-7.9%
0.04%
-11.4%
Q2 2022$604,000
-7.9%
12,247
-7.9%
0.04%
-12.0%
Q1 2022$656,000
-44.5%
13,291
-44.0%
0.05%
-40.5%
Q4 2021$1,181,000
-10.3%
23,725
-9.8%
0.08%
-8.7%
Q3 2021$1,316,000
-48.8%
26,312
-48.6%
0.09%
-3.2%
Q2 2021$2,568,000
+211.7%
51,206
+212.0%
0.10%
+39.7%
Q1 2021$824,000
+25.0%
16,414
+25.1%
0.07%
+9.7%
Q4 2020$659,000
+22.3%
13,123
+22.0%
0.06%
-3.1%
Q3 2020$539,000
+41.8%
10,756
+41.9%
0.06%
+36.2%
Q2 2020$380,000
+2.4%
7,581
+0.4%
0.05%
-17.5%
Q1 2020$371,000
+34.9%
7,550
+37.8%
0.06%
+67.6%
Q4 2019$275,0005,4770.03%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders