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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417,958 | +1.5% | 8,378 | +1.1% | 0.08% | +19.1% |
| Q2 2023 | $411,864 | +1.3% | 8,284 | +1.1% | 0.07% | -8.1% |
| Q1 2023 | $406,591 | +59.7% | 8,197 | +58.6% | 0.07% | +60.9% |
| Q4 2022 | $254,647 | -14.3% | 5,168 | -14.4% | 0.05% | -25.8% |
| Q3 2022 | $297,000 | +17.9% | 6,038 | +17.8% | 0.06% | +19.2% |
| Q2 2022 | $252,000 | -0.8% | 5,125 | 0.0% | 0.05% | +18.2% |
| Q1 2022 | $254,000 | -0.8% | 5,125 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $256,000 | -0.4% | 5,125 | 0.0% | 0.04% | +9.8% |
| Q3 2021 | $257,000 | -32.5% | 5,125 | -32.6% | 0.04% | -31.7% |
| Q2 2021 | $381,000 | 0.0% | 7,600 | 0.0% | 0.06% | -10.4% |
| Q1 2021 | $381,000 | 0.0% | 7,600 | 0.0% | 0.07% | +13.6% |
| Q4 2020 | $381,000 | 0.0% | 7,600 | 0.0% | 0.06% | -20.3% |
| Q3 2020 | $381,000 | +0.3% | 7,600 | 0.0% | 0.07% | -5.1% |
| Q2 2020 | $380,000 | -24.2% | 7,600 | -23.8% | 0.08% | -27.8% |
| Q4 2019 | $501,000 | – | 9,975 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |