ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 374 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,019 | +0.1% | 4,030 | -0.2% | 0.00% | +100.0% |
| Q2 2023 | $200,861 | -4.7% | 4,039 | -5.6% | 0.00% | -66.7% |
| Q4 2022 | $210,826 | +0.4% | 4,279 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $210,000 | 0.0% | 4,279 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $210,000 | -0.9% | 4,280 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $212,000 | -0.5% | 4,280 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $213,000 | -0.5% | 4,280 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $214,000 | -86.5% | 4,280 | -86.4% | 0.00% | -90.9% |
| Q4 2020 | $1,583,000 | -21.6% | 31,556 | -21.7% | 0.03% | -36.5% |
| Q3 2020 | $2,018,000 | +12.8% | 40,279 | +12.6% | 0.05% | -3.7% |
| Q2 2020 | $1,789,000 | +8.0% | 35,770 | +4.8% | 0.05% | -22.9% |
| Q1 2020 | $1,656,000 | +57.0% | 34,146 | +62.6% | 0.07% | +66.7% |
| Q4 2019 | $1,055,000 | – | 21,002 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |