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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,683,755 | -23.6% | 33,749 | -23.8% | 0.02% | -21.1% |
Q2 2023 | $2,202,617 | -24.5% | 44,300 | -24.7% | 0.02% | -32.1% |
Q1 2023 | $2,916,727 | +1273.0% | 58,805 | -28.2% | 0.03% | +154.5% |
Q4 2022 | $212,435 | -97.1% | 81,885 | -45.2% | 0.01% | -87.1% |
Q3 2022 | $7,362,000 | +18.5% | 149,458 | +18.6% | 0.08% | +54.5% |
Q2 2022 | $6,211,000 | +36.4% | 126,070 | +37.2% | 0.06% | +57.1% |
Q1 2022 | $4,555,000 | +57.8% | 91,892 | +59.0% | 0.04% | +59.1% |
Q4 2021 | $2,887,000 | -36.3% | 57,782 | -36.0% | 0.02% | -24.1% |
Q3 2021 | $4,530,000 | +55.3% | 90,335 | +55.3% | 0.03% | +16.0% |
Q2 2021 | $2,917,000 | -6.4% | 58,160 | -6.3% | 0.02% | -16.7% |
Q1 2021 | $3,115,000 | -28.9% | 62,071 | -28.9% | 0.03% | -34.8% |
Q4 2020 | $4,382,000 | +3.7% | 87,348 | +3.5% | 0.05% | -16.4% |
Q3 2020 | $4,227,000 | +0.6% | 84,392 | +0.4% | 0.06% | -5.2% |
Q2 2020 | $4,203,000 | -4.4% | 84,059 | -7.3% | 0.06% | -28.4% |
Q1 2020 | $4,396,000 | +20.8% | 90,673 | +25.2% | 0.08% | +42.1% |
Q4 2019 | $3,639,000 | +17.8% | 72,408 | +17.9% | 0.06% | +18.8% |
Q3 2019 | $3,090,000 | +27.2% | 61,394 | +27.2% | 0.05% | +9.1% |
Q2 2019 | $2,429,000 | -46.0% | 48,259 | -46.1% | 0.04% | -50.6% |
Q1 2019 | $4,498,000 | +105.1% | 89,527 | +103.5% | 0.09% | +67.9% |
Q4 2018 | $2,193,000 | -42.2% | 43,991 | -41.9% | 0.05% | -32.1% |
Q3 2018 | $3,797,000 | +97.1% | 75,666 | +96.7% | 0.08% | +143.8% |
Q2 2018 | $1,926,000 | -12.9% | 38,477 | -12.7% | 0.03% | -62.8% |
Q1 2018 | $2,210,000 | +35.0% | 44,066 | +35.0% | 0.09% | +24.6% |
Q4 2017 | $1,637,000 | -27.9% | 32,652 | -27.7% | 0.07% | +23.2% |
Q3 2017 | $2,270,000 | -34.1% | 45,189 | -34.1% | 0.06% | -39.8% |
Q2 2017 | $3,444,000 | -2.7% | 68,549 | -2.8% | 0.09% | -6.1% |
Q1 2017 | $3,540,000 | +13.4% | 70,513 | +13.3% | 0.10% | -2.9% |
Q4 2016 | $3,121,000 | +123.4% | 62,219 | +123.4% | 0.10% | +78.9% |
Q3 2016 | $1,397,000 | -34.2% | 27,852 | -34.2% | 0.06% | -33.7% |
Q2 2016 | $2,123,000 | +92.3% | 42,360 | +92.1% | 0.09% | +62.3% |
Q1 2016 | $1,104,000 | -20.2% | 22,046 | -20.3% | 0.05% | -19.7% |
Q4 2015 | $1,383,000 | +29.0% | 27,656 | +29.3% | 0.07% | +11.9% |
Q3 2015 | $1,072,000 | -47.0% | 21,392 | -47.0% | 0.06% | -38.5% |
Q2 2015 | $2,024,000 | +563.6% | 40,369 | +564.1% | 0.10% | +433.3% |
Q1 2015 | $305,000 | +30.9% | 6,079 | +30.8% | 0.02% | +20.0% |
Q4 2014 | $233,000 | – | 4,649 | – | 0.02% | – |
Download |
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% |