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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $502,000 | -10.4% | 9,932 | -13.9% | 0.04% | -41.8% |
| Q1 2020 | $560,000 | +2.6% | 11,533 | +6.8% | 0.07% | +204.5% |
| Q4 2019 | $546,000 | +158.8% | 10,798 | +158.2% | 0.02% | 0.0% |
| Q3 2019 | $211,000 | 0.0% | 4,182 | -0.5% | 0.02% | +4.8% |
| Q2 2019 | $211,000 | -93.9% | 4,201 | -93.9% | 0.02% | -91.7% |
| Q2 2018 | $3,460,000 | -1.6% | 68,968 | -1.6% | 0.25% | -7.7% |
| Q1 2018 | $3,517,000 | +3.0% | 70,122 | +2.9% | 0.27% | +2.6% |
| Q4 2017 | $3,414,000 | +25.6% | 68,119 | +26.0% | 0.27% | +10.4% |
| Q3 2017 | $2,719,000 | +0.6% | 54,057 | +0.4% | 0.24% | -42.1% |
| Q2 2017 | $2,704,000 | 0.0% | 53,860 | 0.0% | 0.42% | +51.3% |
| Q1 2017 | $2,704,000 | +16.1% | 53,860 | +16.0% | 0.28% | -7.4% |
| Q4 2016 | $2,330,000 | – | 46,442 | – | 0.30% | – |
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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% |