Capital Analysts, LLC - ISHARES U S ETF TR ownership

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
Capital Analysts, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$40.0%810.0%0.00%
Q2 2023$40.0%81
+1.2%
0.00%
Q1 2023$40.0%80
+1.3%
0.00%
Q4 2022$4
-100.0%
79
-90.2%
0.00%
-100.0%
Q3 2022$40,0000.0%8030.0%0.00%0.0%
Q2 2022$40,000
+900.0%
803
+929.5%
0.00%
Q1 2022$4,0000.0%780.0%0.00%
Q4 2021$4,0000.0%780.0%0.00%
Q3 2021$4,0000.0%78
-6.0%
0.00%
Q2 2021$4,0000.0%83
-2.4%
0.00%
Q1 2021$4,000
-20.0%
85
-5.6%
0.00%
Q4 2020$5,0000.0%90
-9.1%
0.00%
Q3 2020$5,0000.0%990.0%0.00%
-100.0%
Q2 2020$5,0000.0%99
+1.0%
0.00%0.0%
Q1 2020$5,000
-28.6%
98
-33.3%
0.00%0.0%
Q4 2019$7,000
-12.5%
147
-9.3%
0.00%0.0%
Q3 2019$8,0000.0%162
+0.6%
0.00%0.0%
Q2 2019$8,0000.0%161
+0.6%
0.00%0.0%
Q1 2019$8,0001600.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders