ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,615,122 | -3.1% | 111,566 | -2.9% | 0.21% | -2.3% |
| Q1 2024 | $5,796,096 | +5.7% | 114,865 | +5.8% | 0.22% | -3.1% |
| Q4 2023 | $5,482,878 | -4.8% | 108,529 | -5.9% | 0.22% | -20.1% |
| Q3 2023 | $5,756,916 | -11.0% | 115,392 | -11.3% | 0.28% | -6.1% |
| Q2 2023 | $6,470,386 | +2.7% | 130,136 | +2.4% | 0.30% | -8.9% |
| Q1 2023 | $6,303,153 | -6.4% | 127,080 | -7.0% | 0.33% | -9.9% |
| Q4 2022 | $6,733,189 | +16.5% | 136,659 | +16.5% | 0.36% | +3.4% |
| Q3 2022 | $5,778,000 | -7.1% | 117,292 | -7.1% | 0.35% | -0.3% |
| Q2 2022 | $6,221,000 | -1.5% | 126,289 | -0.9% | 0.35% | +10.7% |
| Q1 2022 | $6,318,000 | +19.0% | 127,460 | +20.0% | 0.32% | +23.3% |
| Q4 2021 | $5,308,000 | +25.8% | 106,259 | +26.3% | 0.26% | +40.4% |
| Q3 2021 | $4,219,000 | +6.5% | 84,139 | +6.5% | 0.18% | -14.5% |
| Q2 2021 | $3,961,000 | +5.1% | 78,968 | +5.2% | 0.21% | -4.0% |
| Q1 2021 | $3,768,000 | -2.5% | 75,084 | -2.6% | 0.22% | -15.5% |
| Q4 2020 | $3,866,000 | -52.3% | 77,050 | -52.4% | 0.26% | -38.6% |
| Q3 2020 | $8,111,000 | +95.9% | 161,876 | +95.5% | 0.43% | +19.8% |
| Q2 2020 | $4,141,000 | – | 82,800 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |