ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 378 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $432,000 | +35.8% | 8,596 | +36.0% | 0.09% | +16.0% |
| Q4 2020 | $318,000 | -14.3% | 6,319 | -14.4% | 0.08% | -25.7% |
| Q3 2020 | $371,000 | +12.8% | 7,384 | +13.0% | 0.10% | +2.0% |
| Q2 2020 | $329,000 | -22.8% | 6,534 | -25.9% | 0.10% | -36.1% |
| Q1 2020 | $426,000 | +20.3% | 8,820 | +25.7% | 0.16% | +55.0% |
| Q4 2019 | $354,000 | -1.7% | 7,016 | -1.5% | 0.10% | -9.9% |
| Q3 2019 | $360,000 | +5.3% | 7,121 | +5.3% | 0.11% | +13.3% |
| Q2 2019 | $342,000 | +19.6% | 6,760 | +18.4% | 0.10% | +15.3% |
| Q1 2019 | $286,000 | – | 5,711 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |