Pensionmark Financial Group, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 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
Pensionmark Financial Group, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,933,919
-11.2%
38,764
-11.5%
0.38%
-9.0%
Q2 2023$2,177,405
+83.4%
43,793
+82.9%
0.42%
+70.4%
Q1 2023$1,187,427
+100.3%
23,940
+99.0%
0.25%
+81.6%
Q4 2022$592,738
-45.7%
12,030
-45.7%
0.14%
-47.5%
Q3 2022$1,092,000
-21.0%
22,174
-21.0%
0.26%
-10.7%
Q2 2022$1,383,000
+43.9%
28,051
+44.7%
0.29%
+45.7%
Q1 2022$961,000
-9.6%
19,380
-9.3%
0.20%
-10.4%
Q4 2021$1,063,000
-22.9%
21,360
-22.4%
0.22%
-28.8%
Q3 2021$1,379,000
+13.8%
27,509
+13.8%
0.31%
+12.6%
Q2 2021$1,212,000
-0.2%
24,170
-0.1%
0.28%
-5.1%
Q1 2021$1,214,000
+23.5%
24,190
+23.6%
0.29%
+17.3%
Q4 2020$983,000
-40.9%
19,569
-41.0%
0.25%
-56.2%
Q3 2020$1,663,000
+74.5%
33,190
+74.3%
0.57%
+70.9%
Q2 2020$953,000
+125.8%
19,038
+119.1%
0.33%
+69.9%
Q1 2020$422,000
+5.8%
8,690
+9.3%
0.20%
+25.6%
Q4 2019$399,000
-1.0%
7,949
-0.8%
0.16%
-9.8%
Q3 2019$403,000
-13.3%
8,010
-13.2%
0.17%
-15.6%
Q2 2019$465,000
+37.2%
9,230
+36.9%
0.20%
+33.1%
Q1 2019$339,000
+5.9%
6,744
+5.5%
0.15%
+6.9%
Q4 2018$320,0006,3920.14%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders