ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $579,449 | -20.9% | 11,513 | -20.7% | 0.00% | 0.0% |
| Q1 2024 | $732,325 | -9.5% | 14,513 | -9.4% | 0.00% | -33.3% |
| Q4 2023 | $808,977 | -20.9% | 16,013 | -21.9% | 0.00% | -40.0% |
| Q3 2023 | $1,022,745 | -1.2% | 20,500 | -1.5% | 0.01% | +25.0% |
| Q2 2023 | $1,034,822 | -46.1% | 20,813 | -46.3% | 0.00% | -20.0% |
| Q1 2023 | $1,920,711 | +133.1% | 38,724 | +131.5% | 0.01% | 0.0% |
| Q4 2022 | $823,992 | – | 16,724 | – | 0.01% | – |
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% |