NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$200,880
-48.4%
4,050
-48.4%
0.08%
-59.7%
Q1 2022$389,000
-0.8%
7,8460.0%0.19%
+4.9%
Q4 2021$392,000
+1.3%
7,846
+1.7%
0.18%
-5.2%
Q3 2021$387,0000.0%7,7160.0%0.19%
-6.3%
Q2 2021$387,0000.0%7,7160.0%0.20%
-15.6%
Q1 2021$387,000
+10.3%
7,716
+10.2%
0.24%
+0.4%
Q4 2020$351,0000.0%7,0000.0%0.24%
-16.8%
Q3 2020$351,0007,0000.29%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders