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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,185 | +0.3% | 5,135 | 0.0% | 0.12% | -6.4% |
| Q2 2023 | $255,312 | -5.6% | 5,135 | -5.8% | 0.12% | -13.8% |
| Q1 2023 | $270,370 | +6.9% | 5,451 | +6.2% | 0.14% | 0.0% |
| Q4 2022 | $253,001 | +0.0% | 5,135 | 0.0% | 0.14% | -7.1% |
| Q3 2022 | $253,000 | -27.9% | 5,135 | -28.0% | 0.16% | -24.3% |
| Q2 2022 | $351,000 | -0.6% | 7,135 | 0.0% | 0.21% | +19.1% |
| Q1 2022 | $353,000 | -0.8% | 7,135 | 0.0% | 0.17% | +15.3% |
| Q4 2021 | $356,000 | -0.8% | 7,135 | -0.2% | 0.15% | -11.8% |
| Q3 2021 | $359,000 | 0.0% | 7,150 | 0.0% | 0.17% | -7.6% |
| Q2 2021 | $359,000 | 0.0% | 7,150 | 0.0% | 0.18% | 0.0% |
| Q1 2021 | $359,000 | -10.0% | 7,150 | -10.0% | 0.18% | -17.5% |
| Q4 2020 | $399,000 | +11.5% | 7,944 | +11.1% | 0.22% | -0.9% |
| Q3 2020 | $358,000 | 0.0% | 7,150 | 0.0% | 0.22% | -8.9% |
| Q2 2020 | $358,000 | -5.0% | 7,150 | -8.2% | 0.25% | -21.1% |
| Q1 2020 | $377,000 | -6.7% | 7,785 | -3.2% | 0.31% | +6.8% |
| Q4 2019 | $404,000 | -9.8% | 8,045 | -9.6% | 0.29% | -10.9% |
| Q3 2019 | $448,000 | +24.4% | 8,900 | +24.5% | 0.33% | -1.5% |
| Q2 2019 | $360,000 | – | 7,150 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |