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 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2022
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders