ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |