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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,489 | -0.0% | 6,965 | -0.4% | 0.05% | +4.0% |
| Q2 2023 | $347,548 | -14.4% | 6,990 | -14.7% | 0.05% | -21.9% |
| Q1 2023 | $406,229 | +0.7% | 8,190 | 0.0% | 0.06% | -13.5% |
| Q4 2022 | $403,526 | -0.1% | 8,190 | -0.2% | 0.07% | -6.3% |
| Q3 2022 | $404,000 | 0.0% | 8,203 | 0.0% | 0.08% | +8.2% |
| Q2 2022 | $404,000 | -17.7% | 8,203 | -17.1% | 0.07% | -3.9% |
| Q1 2022 | $491,000 | -26.1% | 9,900 | -25.6% | 0.08% | -22.4% |
| Q4 2021 | $664,000 | -1.0% | 13,300 | -0.6% | 0.10% | -8.4% |
| Q3 2021 | $671,000 | -20.9% | 13,375 | -20.9% | 0.11% | -21.3% |
| Q2 2021 | $848,000 | -3.6% | 16,899 | -3.6% | 0.14% | -11.7% |
| Q1 2021 | $880,000 | -11.4% | 17,525 | -11.4% | 0.15% | -3.8% |
| Q4 2020 | $993,000 | -1.2% | 19,769 | -1.4% | 0.16% | -14.9% |
| Q3 2020 | $1,005,000 | -90.8% | 20,054 | -90.8% | 0.19% | -91.6% |
| Q2 2020 | $10,894,000 | -31.9% | 217,841 | -34.0% | 2.23% | -43.6% |
| Q1 2020 | $16,005,000 | -14.2% | 330,065 | -11.1% | 3.95% | +6.2% |
| Q4 2019 | $18,663,000 | +0.9% | 371,412 | +1.0% | 3.72% | -3.7% |
| Q3 2019 | $18,490,000 | +5.4% | 367,819 | +5.5% | 3.86% | -2.2% |
| Q2 2019 | $17,551,000 | +2.1% | 348,716 | +2.0% | 3.94% | +1.4% |
| Q1 2019 | $17,185,000 | +29.1% | 341,997 | +28.5% | 3.89% | +14.3% |
| Q4 2018 | $13,313,000 | +99.6% | 266,050 | +99.6% | 3.40% | +111.8% |
| Q3 2018 | $6,669,000 | +143.3% | 133,293 | +144.0% | 1.61% | +119.4% |
| Q2 2018 | $2,741,000 | – | 54,628 | – | 0.73% | – |
Download | ||||||
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% |