ACG Wealth - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$296,0000.0%6,0000.0%0.07%
+13.3%
Q2 2022$296,000
-0.3%
6,0000.0%0.06%
+7.1%
Q1 2022$297,000
-25.8%
6,000
-25.0%
0.06%
-1.8%
Q4 2021$400,000
-0.2%
8,0000.0%0.06%
+7.5%
Q3 2021$401,0000.0%8,0000.0%0.05%
+3.9%
Q2 2021$401,000
-0.2%
8,0000.0%0.05%
-3.8%
Q1 2021$402,000
+0.2%
8,0000.0%0.05%
-3.6%
Q4 2020$401,000
-0.7%
8,000
-0.8%
0.06%
-9.8%
Q3 2020$404,000
+0.2%
8,0630.0%0.06%
-7.6%
Q2 2020$403,000
+3.1%
8,0630.0%0.07%
-9.6%
Q1 2020$391,000
-3.5%
8,0630.0%0.07%
+21.7%
Q4 2019$405,000
-0.2%
8,0630.0%0.06%0.0%
Q3 2019$406,0000.0%8,0630.0%0.06%
+11.1%
Q2 2019$406,000
+0.2%
8,0630.0%0.05%0.0%
Q1 2019$405,000
+0.7%
8,0630.0%0.05%
-12.9%
Q4 2018$402,0008,0630.06%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders