YorkBridge Wealth Partners, 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
YorkBridge Wealth Partners, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$816,752
-5.1%
16,577
-5.1%
0.21%
-6.8%
Q3 2022$861,000
-4.0%
17,469
-4.1%
0.22%
-5.5%
Q2 2022$897,000
+1.7%
18,213
+2.4%
0.24%
+21.1%
Q1 2022$882,000
-0.3%
17,790
+0.4%
0.19%
-2.0%
Q4 2021$885,000
+9.5%
17,717
+9.9%
0.20%
-2.5%
Q3 2021$808,000
+8.7%
16,124
+8.9%
0.20%
+4.6%
Q2 2021$743,000
-10.5%
14,808
-10.4%
0.19%
-20.8%
Q1 2021$830,000
-42.1%
16,528
-42.1%
0.24%
-49.0%
Q4 2020$1,433,000
-6.2%
28,568
-6.3%
0.48%
-25.2%
Q3 2020$1,528,000
-5.7%
30,493
-5.9%
0.64%
-13.4%
Q2 2020$1,621,000
+2.8%
32,407
-0.3%
0.74%
-23.6%
Q1 2020$1,577,000
-50.7%
32,514
-48.9%
0.97%
-33.9%
Q4 2019$3,200,000
-29.3%
63,683
-29.2%
1.47%
-35.7%
Q3 2019$4,529,000
+10.5%
89,970
+10.5%
2.28%
+25.3%
Q2 2019$4,098,000
-15.3%
81,415
-15.4%
1.82%
-18.3%
Q1 2019$4,837,000
+14.5%
96,272
+13.6%
2.23%
-0.3%
Q4 2018$4,226,000
-2.5%
84,771
-2.0%
2.24%
+12.8%
Q3 2018$4,335,000
+9.3%
86,542
+9.4%
1.98%
+14.0%
Q2 2018$3,967,000
+23.8%
79,081
+23.6%
1.74%
+17.9%
Q1 2018$3,205,000
+73.1%
63,965
+73.4%
1.48%
+65.1%
Q4 2017$1,851,000
+61600.0%
36,890
+61383.3%
0.89%
+44600.0%
Q3 2017$3,0000.0%600.0%0.00%0.0%
Q2 2017$3,000
+50.0%
60
+22.4%
0.00%
+100.0%
Q1 2017$2,000490.00%
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