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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,675,698 | -6.5% | 374,338 | -6.9% | 0.16% | -4.2% |
| Q2 2023 | $19,981,480 | +56.7% | 401,880 | +56.4% | 0.17% | +51.4% |
| Q1 2023 | $12,747,883 | +70.6% | 257,014 | +69.5% | 0.11% | +60.9% |
| Q4 2022 | $7,470,749 | +8.0% | 151,629 | +7.9% | 0.07% | -50.0% |
| Q3 2022 | $6,919,000 | +3.1% | 140,466 | +3.1% | 0.14% | +29.0% |
| Q2 2022 | $6,708,000 | +56.6% | 136,180 | +57.6% | 0.11% | +72.6% |
| Q1 2022 | $4,284,000 | -2.0% | 86,431 | -1.3% | 0.06% | -1.6% |
| Q4 2021 | $4,372,000 | -1.9% | 87,526 | -1.5% | 0.06% | -11.3% |
| Q3 2021 | $4,457,000 | +4.3% | 88,894 | +4.3% | 0.07% | +2.9% |
| Q2 2021 | $4,275,000 | -8.4% | 85,215 | -8.4% | 0.07% | -25.0% |
| Q1 2021 | $4,668,000 | +14.0% | 93,005 | +14.0% | 0.09% | +13.6% |
| Q4 2020 | $4,095,000 | +191.0% | 81,617 | +190.6% | 0.08% | -29.6% |
| Q3 2020 | $1,407,000 | +46.9% | 28,087 | +46.6% | 0.12% | +29.2% |
| Q2 2020 | $958,000 | +13.5% | 19,154 | +10.1% | 0.09% | -13.6% |
| Q1 2020 | $844,000 | -7.3% | 17,399 | -3.4% | 0.10% | +13.2% |
| Q4 2019 | $910,000 | -6.8% | 18,010 | -6.7% | 0.09% | -23.5% |
| Q3 2019 | $976,000 | +8.6% | 19,308 | +8.7% | 0.12% | +2.6% |
| Q2 2019 | $899,000 | +16.6% | 17,763 | +16.4% | 0.12% | +6.4% |
| Q1 2019 | $771,000 | -52.4% | 15,254 | -53.2% | 0.11% | -58.9% |
| Q4 2018 | $1,621,000 | -25.7% | 32,581 | -25.1% | 0.26% | -15.6% |
| Q3 2018 | $2,181,000 | +20.6% | 43,523 | +20.7% | 0.31% | -1.3% |
| Q2 2018 | $1,808,000 | +3.7% | 36,066 | +3.7% | 0.32% | -2.8% |
| Q1 2018 | $1,744,000 | +349.5% | 34,778 | +344.1% | 0.33% | +360.6% |
| Q4 2017 | $388,000 | +5.1% | 7,832 | +5.8% | 0.07% | -13.4% |
| Q3 2017 | $369,000 | 0.0% | 7,403 | -0.2% | 0.08% | -8.9% |
| Q2 2017 | $369,000 | +12.2% | 7,419 | +12.0% | 0.09% | -1.1% |
| Q1 2017 | $329,000 | +44.9% | 6,622 | +45.7% | 0.09% | +19.7% |
| Q4 2016 | $227,000 | – | 4,545 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |