Sowell Financial Services LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$420
-100.0%
8,476
-70.7%
0.03%
-61.4%
Q4 2021$1,445,000
-10.3%
28,933
-10.0%
0.08%
-23.9%
Q3 2021$1,611,000
+3.9%
32,130
+4.0%
0.11%
+5.8%
Q2 2021$1,550,000
-30.8%
30,893
-30.8%
0.10%
+32.1%
Q1 2021$2,241,000
+15.6%
44,664
+15.6%
0.08%
-6.0%
Q4 2020$1,938,000
-8.1%
38,635
-8.2%
0.08%
-21.0%
Q3 2020$2,108,000
+2.0%
42,065
+1.8%
0.10%
-7.9%
Q2 2020$2,066,000
-52.8%
41,310
-54.3%
0.11%
-64.8%
Q1 2020$4,379,000
-19.3%
90,303
-16.3%
0.32%
-21.5%
Q4 2019$5,423,000
-31.8%
107,927
-31.6%
0.41%
-37.1%
Q3 2019$7,949,000
+412.8%
157,901
+411.7%
0.66%
+279.8%
Q1 2019$1,550,000
-1.0%
30,857
-1.7%
0.17%
-22.1%
Q4 2018$1,565,000
-21.2%
31,392
-10.1%
0.22%
-22.9%
Q3 2018$1,986,000
+22.7%
34,937
+8.2%
0.29%
-16.3%
Q2 2018$1,619,000
+93.0%
32,293
+92.9%
0.34%
+63.8%
Q1 2018$839,000
+21.9%
16,742
+22.1%
0.21%
+25.0%
Q4 2017$688,000
+5.7%
13,711
+5.7%
0.17%
-1.2%
Q3 2017$651,000
+7.6%
12,967
+7.6%
0.17%
-1.2%
Q2 2017$605,00012,0470.17%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders