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 | $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 | 1,069,567 | $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% |