Focused Wealth Management, Inc - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$10,245
-0.6%
205
-1.0%
0.00%0.0%
Q2 2023$10,307
-1.6%
207
-1.9%
0.00%0.0%
Q1 2023$10,478
+0.7%
2110.0%0.00%0.0%
Q4 2022$10,406
-5.4%
211
-7.9%
0.00%0.0%
Q3 2022$11,000
-99.5%
229
-99.5%
0.00%
-99.5%
Q2 2022$2,352,000
+43.7%
47,743
+44.5%
0.43%
+65.3%
Q1 2022$1,637,000
-19.2%
33,033
-18.6%
0.26%
-17.3%
Q4 2021$2,027,000
-24.7%
40,581
-24.4%
0.31%
-28.7%
Q3 2021$2,691,000
-0.1%
53,668
-0.0%
0.44%
-1.1%
Q2 2021$2,693,000
-8.3%
53,683
-8.3%
0.44%
-14.9%
Q1 2021$2,937,000
+37.1%
58,515
+37.1%
0.52%
+25.2%
Q4 2020$2,142,000
+42.9%
42,691
+42.7%
0.42%
+27.9%
Q3 2020$1,499,000
-36.7%
29,922
-36.8%
0.33%
-40.6%
Q2 2020$2,367,000
-77.7%
47,330
-78.4%
0.55%
-82.1%
Q1 2020$10,621,000
-44.8%
219,042
-42.8%
3.06%
-32.7%
Q4 2019$19,245,000
+31.2%
382,975
+31.4%
4.54%
+12.1%
Q3 2019$14,674,000291,5014.05%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders