Klingman & Associates, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$2,153,403
-5.7%
43,163
-6.0%
0.17%
-5.4%
Q2 2023$2,282,795
-14.0%
45,913
-14.2%
0.18%
-19.7%
Q1 2023$2,654,096
-41.1%
53,510
-41.5%
0.23%
-42.0%
Q4 2022$4,504,953
-38.6%
91,434
-38.6%
0.40%
-45.1%
Q3 2022$7,334,000
-5.6%
148,884
-5.6%
0.72%
-5.1%
Q2 2022$7,765,000
-51.2%
157,639
-50.9%
0.76%
-43.8%
Q1 2022$15,901,000
-2.3%
320,784
-1.6%
1.35%
-3.4%
Q4 2021$16,276,000
-3.5%
325,845
-3.1%
1.40%
-11.2%
Q3 2021$16,860,000
-2.2%
336,264
-2.1%
1.58%
-4.7%
Q2 2021$17,239,000
+6.9%
343,643
+6.9%
1.65%
-0.8%
Q1 2021$16,127,000
-0.8%
321,327
-0.8%
1.67%
-11.1%
Q4 2020$16,252,000
-0.5%
323,929
-0.6%
1.88%
-14.6%
Q3 2020$16,337,000
+5.3%
326,016
+5.1%
2.20%
-7.3%
Q2 2020$15,514,000
+0.9%
310,224
-2.2%
2.37%
-24.4%
Q1 2020$15,373,000
-4.3%
317,043
-0.8%
3.14%
+19.3%
Q4 2019$16,064,000
+4.7%
319,689
+4.9%
2.63%
-4.3%
Q3 2019$15,340,000
-2.6%
304,735
-2.6%
2.75%
-6.1%
Q2 2019$15,752,000
+2.3%
312,981
+2.2%
2.93%
-2.4%
Q1 2019$15,391,000
+0.8%
306,344
+0.1%
3.00%
-12.7%
Q4 2018$15,262,000
+3.6%
306,165
+4.3%
3.44%
+14.0%
Q3 2018$14,733,000
+12.7%
293,583
+12.7%
3.02%
+7.2%
Q2 2018$13,069,000
-25.6%
260,490
-25.6%
2.81%
-28.6%
Q1 2018$17,569,000
+10.6%
350,249
+10.5%
3.94%
+13.4%
Q4 2017$15,891,000
+22.7%
317,065
+23.2%
3.47%
+9.0%
Q3 2017$12,946,000
+50.0%
257,430
+49.9%
3.18%
+38.4%
Q2 2017$8,631,000
+55.9%
171,697
+55.8%
2.30%
+49.9%
Q1 2017$5,537,000
+15.5%
110,191
+15.3%
1.54%
+5.6%
Q4 2016$4,795,000
+11.9%
95,564
+12.0%
1.46%
+12.8%
Q3 2016$4,284,000
+677.5%
85,351
+676.6%
1.29%
+624.7%
Q2 2016$551,000
+0.2%
10,9900.0%0.18%
-9.6%
Q1 2016$550,0000.0%10,9900.0%0.20%
-4.4%
Q4 2015$550,000
+120.9%
10,990
+120.2%
0.21%
+110.2%
Q3 2015$249,000
-0.4%
4,9900.0%0.10%0.0%
Q2 2015$250,000
+150.0%
4,990
+150.8%
0.10%
+139.0%
Q1 2015$100,000
+1.0%
1,9900.0%0.04%0.0%
Q4 2014$99,0001,9900.04%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders