ROPES WEALTH ADVISORS LLC - ISHARES U S ETF TR ownership

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
ROPES WEALTH ADVISORS LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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%
5,1250.0%0.05%
+18.2%
Q1 2022$254,000
-0.8%
5,1250.0%0.04%
-2.2%
Q4 2021$256,000
-0.4%
5,1250.0%0.04%
+9.8%
Q3 2021$257,000
-32.5%
5,125
-32.6%
0.04%
-31.7%
Q2 2021$381,0000.0%7,6000.0%0.06%
-10.4%
Q1 2021$381,0000.0%7,6000.0%0.07%
+13.6%
Q4 2020$381,0000.0%7,6000.0%0.06%
-20.3%
Q3 2020$381,000
+0.3%
7,6000.0%0.07%
-5.1%
Q2 2020$380,000
-24.2%
7,600
-23.8%
0.08%
-27.8%
Q4 2019$501,0009,9750.11%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders