ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 320 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862,648 | +0.3% | 17,291 | 0.0% | 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 | $1,728,000 | – | 34,396 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |