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 357 filers reported holding ISHARES U S ETF TR in Q3 2021. 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 2021
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders