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 308 filers reported holding ISHARES U S ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$5,563,630
-2.1%
110,543
-1.8%
0.11%
-18.7%
Q1 2024$5,680,941
-12.2%
112,583
-12.1%
0.13%
-44.6%
Q4 2023$6,469,329
-7.5%
128,055
-8.7%
0.24%
-20.7%
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 Q2 2024
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,297,192$64,496,38715.82%
Bramshill Investments, LLC 2,078,191$103,327,6769.40%
Richard P Slaughter Associates Inc 648,814$32,259,0329.23%
Clearwater Capital Advisors, LLC 1,274,193$63,352,8697.55%
San Luis Wealth Advisors LLC 383,518$19,0696.73%
Rosenberg Matthew Hamilton 347,861$17,295,6535.85%
EP Wealth Advisors, LLC 5,695$348,472,5185.02%
Columbia Trust Co 01012016 174,643$8,683,2504.88%
Ameliora Wealth Management Ltd. 133,300$6,627,6924.10%
CNA FINANCIAL CORP 100,000$4,972,0002.99%
View complete list of ISHARES U S ETF TR shareholders