ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 378 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,316,727 | -2.0% | 125,506 | -1.7% | 0.05% | -17.9% |
| Q1 2024 | $6,445,405 | -2.6% | 127,733 | -2.5% | 0.06% | -11.1% |
| Q4 2023 | $6,618,140 | +4.2% | 130,953 | +2.8% | 0.06% | -10.0% |
| Q3 2023 | $6,352,956 | +57.0% | 127,339 | +56.4% | 0.07% | +52.2% |
| Q2 2023 | $4,047,617 | -41.1% | 81,408 | -41.3% | 0.05% | -46.5% |
| Q1 2023 | $6,873,886 | +3258.7% | 138,586 | +49.1% | 0.09% | +1333.3% |
| Q4 2022 | $204,662 | -95.9% | 92,936 | -8.1% | 0.01% | -92.7% |
| Q3 2022 | $4,984,000 | +0.6% | 101,178 | +0.6% | 0.08% | 0.0% |
| Q2 2022 | $4,956,000 | +128.6% | 100,606 | +130.0% | 0.08% | +134.3% |
| Q1 2022 | $2,168,000 | -6.8% | 43,742 | -6.0% | 0.04% | 0.0% |
| Q4 2021 | $2,325,000 | +1.3% | 46,547 | +1.6% | 0.04% | -38.6% |
| Q3 2021 | $2,296,000 | -69.1% | 45,797 | -69.1% | 0.06% | -71.2% |
| Q2 2021 | $7,441,000 | -1.4% | 148,326 | -1.4% | 0.20% | -12.0% |
| Q1 2021 | $7,548,000 | +2.1% | 150,393 | +2.1% | 0.22% | -7.0% |
| Q4 2020 | $7,391,000 | -24.2% | 147,325 | -24.3% | 0.24% | -28.6% |
| Q3 2020 | $9,756,000 | +5.8% | 194,697 | +5.6% | 0.34% | -5.8% |
| Q2 2020 | $9,220,000 | -18.3% | 184,372 | -20.8% | 0.36% | -33.8% |
| Q1 2020 | $11,284,000 | -4.1% | 232,717 | -0.7% | 0.54% | +16.2% |
| Q4 2019 | $11,772,000 | -26.6% | 234,274 | -26.5% | 0.47% | -34.4% |
| Q3 2019 | $16,039,000 | +5.7% | 318,619 | +5.7% | 0.71% | -23.3% |
| Q2 2019 | $15,169,000 | +25.6% | 301,395 | +25.4% | 0.93% | +19.1% |
| Q1 2019 | $12,077,000 | -0.4% | 240,383 | -1.2% | 0.78% | -0.1% |
| Q4 2018 | $12,126,000 | +32.0% | 243,256 | +32.9% | 0.78% | +10.6% |
| Q3 2018 | $9,187,000 | +123.5% | 183,056 | +122.9% | 0.71% | +88.3% |
| Q2 2018 | $4,110,000 | +13.5% | 82,124 | +13.6% | 0.38% | -9.4% |
| Q1 2018 | $3,621,000 | +80.1% | 72,261 | +80.1% | 0.41% | +52.2% |
| Q4 2017 | $2,011,000 | +17.5% | 40,114 | +17.8% | 0.27% | +2.3% |
| Q3 2017 | $1,711,000 | -99.8% | 34,058 | +83.0% | 0.27% | +65.2% |
| Q2 2017 | $935,268,000 | – | 18,616 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |