FLAGSHIP HARBOR ADVISORS, 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$219,195
-8.0%
4,394
-8.3%
0.02%
-10.0%
Q2 2023$238,283
+5.2%
4,793
+4.9%
0.02%
-4.8%
Q1 2023$226,498
-14.8%
4,567
-15.3%
0.02%
-22.2%
Q4 2022$265,825
-16.1%
5,395
-16.1%
0.03%
-27.0%
Q3 2022$317,000
-11.0%
6,433
-11.0%
0.04%
-7.5%
Q2 2022$356,000
-5.8%
7,232
-5.1%
0.04%
+11.1%
Q1 2022$378,000
-19.6%
7,617
-19.1%
0.04%
-18.2%
Q4 2021$470,000
+17.2%
9,416
+17.9%
0.04%
+2.3%
Q3 2021$401,0000.0%7,9870.0%0.04%0.0%
Q2 2021$401,000
+27.7%
7,987
+27.6%
0.04%
+19.4%
Q1 2021$314,000
+15.4%
6,261
+15.5%
0.04%
+5.9%
Q4 2020$272,000
-18.6%
5,420
-18.8%
0.03%
-24.4%
Q3 2020$334,000
-15.7%
6,676
-15.7%
0.04%
-22.4%
Q2 2020$396,000
+32.4%
7,920
+28.3%
0.06%
-3.3%
Q1 2020$299,000
-13.1%
6,175
-9.8%
0.06%0.0%
Q4 2019$344,000
+6.8%
6,845
+6.8%
0.06%
-4.8%
Q3 2019$322,000
-19.9%
6,412
-19.7%
0.06%
-24.1%
Q2 2019$402,000
-15.5%
7,989
-15.7%
0.08%
-15.3%
Q1 2019$476,000
+61.4%
9,478
+60.1%
0.10%
+36.1%
Q4 2018$295,000
-84.4%
5,921
-84.4%
0.07%
-79.5%
Q3 2018$1,897,000
+18.6%
37,879
+18.8%
0.35%
+10.0%
Q2 2018$1,600,000
+156.0%
31,897
+156.2%
0.32%
+72.0%
Q1 2018$625,000
+153.0%
12,448
+152.9%
0.19%
+162.0%
Q4 2017$247,000
+3.8%
4,923
+3.8%
0.07%
-7.8%
Q3 2017$238,000
+19.0%
4,744
+18.8%
0.08%
+11.6%
Q2 2017$200,0000.0%3,9940.0%0.07%
-9.2%
Q1 2017$200,0003,9940.08%
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