Winch Advisory Services, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 330 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
Winch Advisory Services, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$30.0%69
+1.5%
0.00%0.0%
Q2 2023$30.0%68
+1.5%
0.00%0.0%
Q1 2023$30.0%670.0%0.00%0.0%
Q4 2022$3
-100.0%
67
-94.6%
0.00%
-96.2%
Q3 2022$61,000
-67.0%
1,247
-66.7%
0.03%
-65.3%
Q2 2022$185,000
+198.4%
3,750
+202.2%
0.08%
+240.9%
Q1 2022$62,0000.0%1,241
+0.2%
0.02%
+4.8%
Q4 2021$62,000
-3.1%
1,239
-2.2%
0.02%
-4.5%
Q3 2021$64,000
+1.6%
1,267
+0.2%
0.02%
-4.3%
Q2 2021$63,0000.0%1,264
+0.2%
0.02%
-8.0%
Q1 2021$63,000
+2000.0%
1,262
+1812.1%
0.02%
+2400.0%
Q4 2020$3,0000.0%660.0%0.00%0.0%
Q3 2020$3,0000.0%66
+1.5%
0.00%0.0%
Q2 2020$3,0000.0%650.0%0.00%0.0%
Q1 2020$3,000
-100.0%
65
-100.0%
0.00%
-100.0%
Q4 2019$12,903,000
-22.0%
256,780
-21.9%
6.12%
-29.0%
Q3 2019$16,549,000
+2.3%
328,752
+2.3%
8.62%
+2.2%
Q2 2019$16,178,000
+185.5%
321,431
+182.7%
8.43%
+167.4%
Q4 2018$5,667,000113,6893.15%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders