Waverly Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$6,996,649
-19.2%
140,242
-19.4%
0.30%
-19.7%
Q2 2023$8,656,320
+45.5%
174,101
+45.1%
0.38%
+22.2%
Q1 2023$5,950,168
-11.2%
119,963
-11.8%
0.31%
-16.4%
Q4 2022$6,703,707
-0.8%
136,061
-0.8%
0.37%
-21.7%
Q3 2022$6,758,000
-5.7%
137,197
-5.7%
0.48%
-27.6%
Q2 2022$7,164,000145,4330.66%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
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