ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,953 | +22.5% | 4,970 | +22.1% | 0.01% | +22.2% |
| Q2 2023 | $202,360 | -2.2% | 4,070 | -2.4% | 0.01% | -10.0% |
| Q1 2023 | $206,832 | +1.9% | 4,170 | +1.2% | 0.01% | -9.1% |
| Q4 2022 | $202,992 | +0.5% | 4,120 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $202,000 | -34.0% | 4,120 | -32.6% | 0.01% | -71.4% |
| Q3 2020 | $306,000 | 0.0% | 6,112 | 0.0% | 0.04% | -4.5% |
| Q2 2020 | $306,000 | -21.1% | 6,112 | -23.7% | 0.04% | -33.3% |
| Q1 2020 | $388,000 | +7.8% | 8,007 | +11.9% | 0.07% | +20.0% |
| Q4 2019 | $360,000 | +7.5% | 7,157 | +7.5% | 0.06% | -1.8% |
| Q3 2019 | $335,000 | +0.6% | 6,657 | +0.7% | 0.06% | -1.8% |
| Q2 2019 | $333,000 | +0.9% | 6,612 | +0.7% | 0.06% | -3.4% |
| Q1 2019 | $330,000 | +1.2% | 6,565 | +0.5% | 0.06% | -10.6% |
| Q4 2018 | $326,000 | +44.2% | 6,535 | +45.2% | 0.07% | +61.0% |
| Q3 2018 | $226,000 | -30.7% | 4,500 | -30.8% | 0.04% | -33.9% |
| Q2 2018 | $326,000 | 0.0% | 6,500 | 0.0% | 0.06% | -3.1% |
| Q1 2018 | $326,000 | 0.0% | 6,500 | 0.0% | 0.06% | -1.5% |
| Q4 2017 | $326,000 | +44.2% | 6,500 | +44.4% | 0.06% | +38.3% |
| Q3 2017 | $226,000 | – | 4,500 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |