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 | $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% | 55,904 | 0.0% | 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 | $742,000 | – | 15,300 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |