GeoWealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 6 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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$7,622,000151,6794.10%
Other shareholders
ISHARES U S ETF TR shareholders Q4 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