Beta Wealth Group, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2021$1,210,0000.0%24,1260.0%0.87%0.0%
Q3 2021$1,210,000
+30.5%
24,126
+30.5%
0.87%
+35.1%
Q2 2021$927,000
+0.8%
18,484
+0.8%
0.65%
-3.4%
Q1 2021$920,000
+4.9%
18,334
+4.8%
0.67%
-11.2%
Q4 2020$877,00017,4870.75%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2021
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