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 335 filers reported holding ISHARES U S ETF TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2019
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