Kelman-Lazarov, Inc. - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NULV and the CUSIP is 67092P300. A total of 195 filers reported holding NUSHARES ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$461,594
-7.8%
13,742
-4.9%
0.11%
-9.2%
Q2 2023$500,762
+1.7%
14,452
-0.0%
0.12%
-6.2%
Q1 2023$492,448
+5.0%
14,454
+5.6%
0.13%
-3.0%
Q4 2022$468,814
-7.2%
13,692
-16.3%
0.13%
-23.3%
Q3 2022$505,000
-15.0%
16,364
-8.0%
0.17%
-14.4%
Q2 2022$594,000
-4.0%
17,784
+9.2%
0.20%
-2.4%
Q1 2022$619,000
+1.3%
16,288
+3.6%
0.21%
+4.6%
Q4 2021$611,000
+3.9%
15,725
+0.2%
0.20%
-4.4%
Q3 2021$588,000
+26.5%
15,693
+27.5%
0.21%
+27.2%
Q2 2021$465,000
-8.6%
12,305
-12.5%
0.16%
-10.5%
Q1 2021$509,000
+25.1%
14,068
+13.8%
0.18%
+16.0%
Q4 2020$407,000
+14.6%
12,365
+1.2%
0.16%
-3.1%
Q3 2020$355,000
+4.1%
12,2160.0%0.16%
+1.9%
Q2 2020$341,000
+14.8%
12,216
+0.3%
0.16%
-0.6%
Q1 2020$297,000
+16.0%
12,178
+56.0%
0.16%
+38.3%
Q4 2019$256,000
+5.3%
7,804
+0.5%
0.12%
-4.2%
Q3 2019$243,000
+3.0%
7,766
-0.6%
0.12%
-0.8%
Q2 2019$236,000
+7.8%
7,815
+4.5%
0.12%
+5.2%
Q1 2019$219,0007,4770.12%
Other shareholders
NUSHARES ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 290,685$9,7647.60%
CGC Financial Services, LLC 132,839$4,462,0563.12%
REGATTA CAPITAL GROUP, LLC 222,761$7,482,5352.37%
LOCKERMAN FINANCIAL GROUP, INC. 23,263$781,4052.10%
O'Brien Wealth Partners LLC 204,970$6,884,9421.98%
Stewardship Advisors, LLC 110,781$3,721,1341.45%
BSW Wealth Partners 171,823$5,771,5361.28%
Evolution Advisers, Inc. 48,878$1,6411.19%
ROPES WEALTH ADVISORS LLC 174,479$5,860,7341.14%
Money Design Co.,Ltd. 501,803$16,8561.02%
View complete list of NUSHARES ETF TR shareholders