W.G. Shaheen & Associates DBA Whitney & Co - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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%
8,1900.0%0.06%
-13.5%
Q4 2022$403,526
-0.1%
8,190
-0.2%
0.07%
-6.3%
Q3 2022$404,0000.0%8,2030.0%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$2,741,00054,6280.73%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
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