Edge Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2021$3,0000.0%640.0%0.00%0.0%
Q3 2021$3,0000.0%640.0%0.00%0.0%
Q2 2021$3,0000.0%640.0%0.00%0.0%
Q1 2021$3,0000.0%640.0%0.00%0.0%
Q4 2020$3,000
-83.3%
64
-82.6%
0.00%
-75.0%
Q3 2020$18,000
-96.6%
368
-96.5%
0.00%
-96.0%
Q2 2020$528,000
+2.1%
10,563
-0.8%
0.10%
-10.7%
Q1 2020$517,000
+52.5%
10,643
+57.8%
0.11%
+64.7%
Q4 2019$339,000
+124.5%
6,744
+124.8%
0.07%
+94.3%
Q3 2019$151,000
-24.9%
3,000
-25.0%
0.04%
-22.2%
Q2 2019$201,0000.0%4,0000.0%0.04%
-10.0%
Q1 2019$201,000
+1.0%
4,0000.0%0.05%
-10.7%
Q4 2018$199,000
+1226.7%
4,000
+1233.3%
0.06%
+1300.0%
Q3 2018$15,0003000.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders