ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 6 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,667 | -0.5% | 16,770 | -0.8% | 0.04% | 0.0% |
| Q2 2023 | $840,910 | -23.1% | 16,913 | -23.3% | 0.04% | -19.1% |
| Q1 2023 | $1,093,368 | +6.5% | 22,044 | +5.7% | 0.05% | -4.1% |
| Q4 2022 | $1,027,110 | +28.1% | 20,847 | +28.1% | 0.05% | +6.5% |
| Q3 2022 | $802,000 | -8.9% | 16,276 | -8.9% | 0.05% | -13.2% |
| Q2 2022 | $880,000 | -0.7% | 17,865 | -0.0% | 0.05% | -1.9% |
| Q1 2022 | $886,000 | +23.6% | 17,867 | +24.4% | 0.05% | +25.6% |
| Q4 2021 | $717,000 | +220.1% | 14,358 | +222.2% | 0.04% | +186.7% |
| Q2 2021 | $224,000 | +7366.7% | 4,456 | +8469.2% | 0.02% | – |
| Q1 2021 | $3,000 | -50.0% | 52 | -56.7% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | +20.0% | 120 | +18.8% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | -83.9% | 101 | -83.6% | 0.00% | -75.0% |
| Q3 2019 | $31,000 | +520.0% | 615 | +508.9% | 0.00% | +300.0% |
| Q2 2019 | $5,000 | -37.5% | 101 | -40.2% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | 0.0% | 169 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $8,000 | 0.0% | 169 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $8,000 | 0.0% | 169 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $8,000 | – | 169 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |