Private Ocean, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 207 filers reported holding ISHARES U S ETF TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2022$2,0000.0%410.0%0.00%
Q1 2022$2,000
+100.0%
41
+310.0%
0.00%
Q4 2019$1,0000.0%100.0%0.00%
Q3 2019$1,000100.0%0.00%
Q2 2019$0
-100.0%
100.0%0.00%
Q1 2019$1,0000.0%100.0%0.00%
Q3 2018$1,000
-96.0%
10
-98.0%
0.00%
-100.0%
Q1 2018$25,0005000.01%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2018
NameSharesValueWeighting ↓
TAP Consulting, LLC 2,060,323$101,492,00027.17%
Columbia Trust Co 01012016 502,489$24,753,00013.98%
Bramshill Investments, LLC 1,986,770$97,868,00013.88%
RETIREMENT CAPITAL STRATEGIES 440,696$21,709,0009.93%
Clearwater Capital Advisors, LLC 1,183,483$58,298,0008.05%
TRUSTCORE FINANCIAL SERVICES, LLC 1,398,429$68,887,0006.54%
EP Wealth Advisors, LLC 5,668,677$279,239,0006.33%
Rosenberg Matthew Hamilton 304,861$15,017,0005.81%
UBP Investment Advisors SA 192,152$9,470,0004.88%
Kore Private Wealth LLC 531,103$26,162,0004.73%
View complete list of ISHARES U S ETF TR shareholders