JACOBSON & SCHMITT ADVISORS, 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
JACOBSON & SCHMITT ADVISORS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$3,468,852
+4.3%
69,530
+3.9%
0.98%
+4.3%
Q2 2023$3,327,114
+9.3%
66,917
+9.0%
0.94%
+8.0%
Q1 2023$3,044,399
+110444.6%
61,379
+9.8%
0.87%
-0.7%
Q4 2022$2,754
-99.9%
55,9040.0%0.88%0.0%
Q3 2022$2,754,000
-8.3%
55,904
-8.3%
0.88%
-6.0%
Q2 2022$3,004,000
-5.6%
60,982
-5.0%
0.94%
+13.2%
Q1 2022$3,182,000
-4.0%
64,180
-3.3%
0.83%
+3.0%
Q4 2021$3,314,000
+3.8%
66,340
+4.2%
0.80%
-8.6%
Q3 2021$3,192,000
+13.3%
63,663
+13.4%
0.88%
+10.2%
Q2 2021$2,817,000
+18.9%
56,156
+18.9%
0.80%
+4.0%
Q1 2021$2,370,000
+9.1%
47,213
+9.1%
0.77%
+3.9%
Q4 2020$2,172,000
+10.5%
43,290
+10.4%
0.74%
-1.3%
Q3 2020$1,965,000
+12.0%
39,210
+11.8%
0.75%
-0.9%
Q2 2020$1,755,000
+136.5%
35,083
+129.3%
0.76%
+79.8%
Q1 2020$742,00015,3000.42%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
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