ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 309 filers reported holding ISHARES U S ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,877,959 | +64.0% | 37,642 | +63.4% | 0.07% | +69.8% |
| Q2 2023 | $1,145,250 | +181.4% | 23,034 | +183.8% | 0.04% | +53.6% |
| Q1 2021 | $407,000 | -50.2% | 8,117 | -50.2% | 0.03% | -54.1% |
| Q4 2020 | $817,000 | -38.7% | 16,283 | -38.8% | 0.06% | -47.4% |
| Q3 2020 | $1,333,000 | -4.0% | 26,610 | -4.2% | 0.12% | -14.7% |
| Q2 2020 | $1,389,000 | -7.6% | 27,776 | -10.5% | 0.14% | -33.3% |
| Q1 2020 | $1,504,000 | -6.4% | 31,024 | -3.0% | 0.20% | +19.3% |
| Q4 2019 | $1,607,000 | -1.2% | 31,978 | -1.0% | 0.17% | -20.5% |
| Q3 2019 | $1,627,000 | +25.1% | 32,315 | +25.0% | 0.22% | +27.2% |
| Q2 2019 | $1,301,000 | +11.0% | 25,858 | +10.8% | 0.17% | -2.9% |
| Q1 2019 | $1,172,000 | – | 23,330 | – | 0.17% | – |
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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% |