Patten Group, Inc. - ISHARES U S ETF TR ownership

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ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Patten Group, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,851,418
-3.2%
37,110
-3.5%
0.55%
+95.4%
Q2 2023$1,912,977
+14.7%
38,475
+14.4%
0.28%
-43.5%
Q1 2023$1,668,098
+3.9%
33,631
+3.2%
0.50%
-0.6%
Q4 2022$1,606,054
+39.3%
32,597
+38.9%
0.50%
+27.3%
Q3 2022$1,153,000
-1.5%
23,461
-1.4%
0.40%
+5.6%
Q2 2022$1,170,000
-4.2%
23,783
-3.4%
0.38%
+9.3%
Q1 2022$1,221,000
+18.9%
24,629
+19.8%
0.34%
+26.1%
Q4 2021$1,027,000
+35.8%
20,562
+36.4%
0.27%
+22.5%
Q3 2021$756,000
+9.4%
15,080
+9.5%
0.22%
+9.4%
Q2 2021$691,000
+7.3%
13,773
+7.4%
0.20%
-1.5%
Q1 2021$644,000
+12.2%
12,827
+12.1%
0.21%
+32.9%
Q4 2020$574,000
+21.4%
11,440
+21.2%
0.16%
-16.2%
Q3 2020$473,000
-10.9%
9,441
-11.0%
0.18%
-18.9%
Q2 2020$531,000
-18.3%
10,608
-20.8%
0.23%
-32.1%
Q1 2020$650,000
-8.8%
13,402
-5.6%
0.34%
+26.3%
Q4 2019$713,000
+100.3%
14,194
+100.6%
0.27%
+83.4%
Q3 2019$356,000
-9.6%
7,075
-9.5%
0.14%
-9.9%
Q2 2019$394,000–7,820–0.16%–
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Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
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