WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2023$1,774,273
-0.6%
35,120
-1.8%
0.18%
-12.1%
Q3 2023$1,784,452
-3.4%
35,768
-3.7%
0.21%
-20.7%
Q2 2023$1,846,998
-11.2%
37,148
-11.4%
0.26%
+10.1%
Q1 2023$2,079,332
-0.2%
41,922
-0.3%
0.24%
+62.3%
Q4 2022$2,082,600
-7.2%
42,043
-7.4%
0.15%
-6.4%
Q1 2022$2,245,000
-1.1%
45,389
-0.2%
0.16%
+4.0%
Q4 2021$2,270,000
+0.6%
45,476
+0.7%
0.15%0.0%
Q3 2021$2,256,000
+0.4%
45,166
+0.7%
0.15%
-5.1%
Q2 2021$2,248,000
+5.5%
44,842
+5.6%
0.16%
-4.2%
Q1 2021$2,131,000
-12.1%
42,471
-11.9%
0.16%
-19.9%
Q4 2020$2,423,000
+2.1%
48,231
+1.9%
0.21%
-10.8%
Q3 2020$2,374,000
-8.1%
47,333
-8.2%
0.23%
-13.5%
Q2 2020$2,583,000
-12.4%
51,589
-13.5%
0.27%
-30.3%
Q1 2020$2,950,000
-1.9%
59,658
-0.2%
0.38%
+7.9%
Q4 2019$3,007,000
-3.0%
59,749
-3.1%
0.36%
-16.3%
Q3 2019$3,100,000
-0.4%
61,642
-0.4%
0.42%
-9.6%
Q2 2019$3,113,000
-4.9%
61,920
-5.1%
0.47%
-8.2%
Q1 2019$3,275,000
+3.2%
65,223
+3.0%
0.51%
+0.2%
Q4 2018$3,174,000
-0.8%
63,342
-0.9%
0.51%
-12.7%
Q3 2018$3,199,000
+7.1%
63,930
+7.3%
0.58%
-4.6%
Q2 2018$2,988,000
-0.8%
59,562
-0.8%
0.61%
-7.4%
Q1 2018$3,013,000
+117.1%
60,070
+116.8%
0.66%
+77.7%
Q4 2017$1,388,000
-96.4%
27,702
+3474.5%
0.37%
+2761.5%
Q3 2016$38,866,000
+459.9%
775
+51.7%
0.01%
+1200.0%
Q2 2016$6,942,000
+630.7%
511
+2589.5%
0.00%
Q4 2015$950,000
+5177.8%
19
-94.8%
0.00%
-100.0%
Q1 2015$18,0003680.01%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Enstar Group LTD 915,711$45,740,00015.81%
Columbia Trust Co 01012016 491,545$24,646,00013.03%
B, B, H, & B INC. 176,170$8,800,0007.34%
Bramshill Investments, LLC 1,307,869$65,328,0006.40%
Navis Wealth Advisors, LLC 133,161$6,651,0005.60%
TRUSTCORE FINANCIAL SERVICES, LLC 956,434$47,774,0005.40%
MEMBERS CAPITAL ADVISORS INC 199,860$9,983,0005.12%
Clearwater Capital Advisors, LLC 895,327$44,722,0004.93%
Rosenberg Matthew Hamilton 234,786$11,728,0004.17%
UBP Investment Advisors SA 223,456$11,160,0004.06%
View complete list of ISHARES U S ETF TR shareholders