ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 223 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $541,000 | -27.3% | 10,745 | -27.3% | 0.27% | -30.6% |
| Q2 2019 | $744,000 | -44.3% | 14,774 | -44.5% | 0.39% | -44.1% |
| Q1 2019 | $1,336,000 | -0.4% | 26,597 | -1.2% | 0.70% | -17.8% |
| Q4 2018 | $1,342,000 | +9.9% | 26,927 | +10.6% | 0.85% | +20.8% |
| Q3 2018 | $1,221,000 | – | 24,337 | – | 0.70% | – |
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% |