ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 348 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $242,145 | +3.3% | 4,793 | +2.0% | 0.01% | -10.0% |
| Q3 2023 | $234,460 | -9.1% | 4,700 | -9.4% | 0.01% | -9.1% |
| Q2 2023 | $257,892 | -0.4% | 5,187 | -0.6% | 0.01% | -15.4% |
| Q1 2023 | $258,861 | +2.6% | 5,219 | +2.4% | 0.01% | 0.0% |
| Q4 2022 | $252,274 | +12.6% | 5,097 | +11.7% | 0.01% | 0.0% |
| Q3 2022 | $224,000 | -27.3% | 4,563 | -26.6% | 0.01% | -35.0% |
| Q1 2022 | $308,000 | -9.1% | 6,218 | -8.5% | 0.02% | -13.0% |
| Q4 2021 | $339,000 | -90.5% | 6,795 | -90.4% | 0.02% | -92.2% |
| Q3 2021 | $3,565,000 | -1.8% | 71,095 | -1.8% | 0.29% | -9.3% |
| Q2 2021 | $3,631,000 | +27.0% | 72,378 | +27.1% | 0.32% | +3.9% |
| Q1 2021 | $2,858,000 | +17.9% | 56,952 | +17.8% | 0.31% | -1.9% |
| Q4 2020 | $2,425,000 | -25.7% | 48,343 | -25.8% | 0.32% | -30.8% |
| Q3 2020 | $3,264,000 | -16.6% | 65,134 | -16.8% | 0.46% | -24.8% |
| Q2 2020 | $3,915,000 | +33.2% | 78,294 | +29.2% | 0.61% | +10.3% |
| Q1 2020 | $2,939,000 | -3.6% | 60,612 | -0.1% | 0.55% | +6.4% |
| Q4 2019 | $3,050,000 | +5.4% | 60,691 | +5.6% | 0.52% | -9.7% |
| Q3 2019 | $2,893,000 | -19.1% | 57,461 | -19.2% | 0.58% | -29.5% |
| Q2 2019 | $3,577,000 | -16.0% | 71,102 | -16.2% | 0.82% | -24.9% |
| Q1 2019 | $4,256,000 | +71.1% | 84,896 | +70.1% | 1.09% | +77.7% |
| Q4 2018 | $2,488,000 | -36.6% | 49,918 | -36.2% | 0.61% | -40.6% |
| Q3 2018 | $3,925,000 | +187.8% | 78,210 | +187.7% | 1.03% | +150.4% |
| Q2 2018 | $1,364,000 | +327.6% | 27,180 | +327.0% | 0.41% | +248.3% |
| Q1 2018 | $319,000 | -24.9% | 6,366 | -24.9% | 0.12% | -38.5% |
| Q2 2015 | $425,000 | – | 8,480 | – | 0.19% | – |
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% |