ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 365 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,660,639 | +4.0% | 52,864 | +4.3% | 0.12% | +17.2% |
| Q1 2024 | $2,557,855 | +56067.2% | 50,691 | -43.8% | 0.10% | -73.7% |
| Q4 2023 | $4,554 | +75800.0% | 90,139 | +79669.0% | 0.38% | +37600.0% |
| Q3 2023 | $6 | -100.0% | 113 | -98.2% | 0.00% | -96.4% |
| Q1 2022 | $317,000 | -85.9% | 6,390 | -85.8% | 0.03% | -84.9% |
| Q3 2021 | $2,250,000 | -7.5% | 44,885 | -7.4% | 0.18% | -39.9% |
| Q2 2021 | $2,432,000 | -9.1% | 48,486 | -9.1% | 0.31% | -28.2% |
| Q4 2020 | $2,675,000 | +3.7% | 53,358 | +3.8% | 0.43% | -45.0% |
| Q3 2020 | $2,579,000 | -6.9% | 51,403 | -7.2% | 0.78% | -31.9% |
| Q2 2020 | $2,769,000 | -66.2% | 55,388 | -67.2% | 1.14% | -80.2% |
| Q1 2020 | $8,198,000 | +7.6% | 169,074 | +11.5% | 5.79% | +41.3% |
| Q4 2019 | $7,622,000 | – | 151,679 | – | 4.10% | – |
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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% |