Capital Investment Advisory Services, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 315 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$425,356
+0.6%
8,526
+0.3%
0.04%0.0%
Q2 2023$422,639
-15.0%
8,500
-15.2%
0.04%
-28.8%
Q1 2023$497,409
+0.7%
10,028
+0.0%
0.06%0.0%
Q4 2022$494,048
-17.7%
10,027
-17.7%
0.06%
-24.4%
Q3 2022$600,000
-1.8%
12,187
-1.7%
0.08%
+5.4%
Q2 2022$611,000
-0.7%
12,399
+0.0%
0.07%
+10.4%
Q1 2022$615,000
-24.8%
12,398
-24.3%
0.07%
-30.9%
Q4 2021$818,000
-0.2%
16,383
+0.1%
0.10%
-6.7%
Q3 2021$820,000
-26.2%
16,363
-26.1%
0.10%
-25.7%
Q2 2021$1,111,000
-18.9%
22,145
-18.9%
0.14%
-27.5%
Q1 2021$1,370,000
-19.4%
27,301
-19.4%
0.19%
-23.4%
Q4 2020$1,700,000
-1.9%
33,888
-2.0%
0.25%
-22.7%
Q3 2020$1,733,000
+0.5%
34,579
+0.3%
0.33%
-6.6%
Q2 2020$1,724,000
-23.4%
34,478
-25.8%
0.35%
-36.5%
Q1 2020$2,252,000
+1137.4%
46,440
+1182.2%
0.55%
+1022.4%
Q4 2019$182,000
+30.9%
3,622
+30.8%
0.05%
+25.6%
Q3 2019$139,000
-18.2%
2,770
-18.0%
0.04%
-25.0%
Q2 2019$170,000
-11.9%
3,380
-12.0%
0.05%
-27.8%
Q1 2019$193,000
-11.9%
3,842
-12.3%
0.07%
-23.4%
Q4 2018$219,0004,3830.09%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2019
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders