Dakota Wealth Management - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 309 filers reported holding ISHARES U S ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$862,648
+0.3%
17,2910.0%0.04%
-5.0%
Q2 2023$859,709
-1.2%
17,291
-1.5%
0.04%
-31.0%
Q1 2023$870,530
-22.5%
17,551
-23.0%
0.06%
-27.5%
Q4 2022$1,122,871
-38.7%
22,790
-38.8%
0.08%
-45.9%
Q3 2022$1,833,000
-12.8%
37,211
-12.8%
0.15%
-23.7%
Q2 2022$2,103,000
-3.4%
42,686
-2.8%
0.19%
+9.6%
Q1 2022$2,177,000
+47.5%
43,911
+48.6%
0.18%
+13.5%
Q4 2021$1,476,000
-31.9%
29,549
-31.7%
0.16%
-37.3%
Q3 2021$2,168,000
-2.5%
43,236
-2.5%
0.25%
-6.0%
Q2 2021$2,224,000
+4.9%
44,328
+5.0%
0.26%
-4.7%
Q1 2021$2,120,000
+0.0%
42,230
+0.0%
0.28%
+0.7%
Q4 2020$2,119,000
-4.3%
42,228
-4.4%
0.28%
-20.9%
Q3 2020$2,214,000
+1.1%
44,173
+0.9%
0.35%
-6.9%
Q2 2020$2,189,000
+3.2%
43,778
+0.0%
0.38%
-19.0%
Q1 2020$2,122,000
-5.7%
43,771
-2.2%
0.46%
+28.3%
Q4 2019$2,250,000
+1.9%
44,773
+2.1%
0.36%
-5.0%
Q3 2019$2,207,000
-1.8%
43,850
-1.8%
0.38%
-11.6%
Q2 2019$2,248,000
+30.1%
44,671
+29.9%
0.43%
+25.0%
Q1 2019$1,728,00034,3960.34%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2019
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