Shepherd Financial 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
Shepherd Financial Partners LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2021$774,000
-25.3%
15,514
-24.9%
0.13%
-33.0%
Q3 2021$1,036,000
-33.6%
20,660
-33.6%
0.20%
-32.7%
Q2 2021$1,561,000
-0.9%
31,110
-0.9%
0.30%
-14.9%
Q1 2021$1,575,000
-12.9%
31,388
-12.9%
0.35%
-15.3%
Q4 2020$1,808,000
+83.9%
36,053
+83.8%
0.41%
+78.4%
Q3 2020$983,000
+344.8%
19,615
+344.7%
0.23%
+285.0%
Q2 2020$221,000
-11.6%
4,411
-15.0%
0.06%
-31.0%
Q1 2020$250,000
+10.6%
5,188
+15.3%
0.09%
+52.6%
Q3 2019$226,000
+9.2%
4,500
+9.2%
0.06%
+46.2%
Q2 2019$207,0000.0%4,122
+0.0%
0.04%
-2.5%
Q1 2019$207,000
-77.3%
4,120
-77.2%
0.04%
-80.6%
Q3 2018$911,000
+0.7%
18,0820.0%0.21%
+1.0%
Q2 2018$905,000
-5.4%
18,082
-4.8%
0.20%
-13.6%
Q1 2018$957,000
-1.1%
19,001
-1.4%
0.24%
+4.0%
Q4 2017$968,000
-1.1%
19,277
-0.7%
0.23%0.0%
Q3 2017$979,000
+193.1%
19,420
+191.5%
0.23%
+176.8%
Q2 2017$334,0006,6630.08%
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