ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $558,863 | -10.7% | 11,203 | -11.0% | 0.03% | -35.8% |
| Q2 2023 | $625,726 | +21.6% | 12,585 | +21.3% | 0.05% | +17.8% |
| Q1 2023 | $514,550 | -42.7% | 10,374 | -43.1% | 0.04% | -48.9% |
| Q4 2022 | $898,143 | -8.4% | 18,229 | -8.4% | 0.09% | -16.2% |
| Q3 2022 | $980,000 | -28.9% | 19,894 | -28.9% | 0.10% | -7.1% |
| Q2 2022 | $1,378,000 | -63.6% | 27,971 | -63.4% | 0.11% | -72.7% |
| Q1 2022 | $3,786,000 | -11.1% | 76,386 | -10.4% | 0.41% | -9.0% |
| Q4 2021 | $4,260,000 | -50.1% | 85,293 | -49.9% | 0.46% | -56.8% |
| Q3 2021 | $8,538,000 | -3.2% | 170,287 | -3.1% | 1.05% | -6.3% |
| Q2 2021 | $8,817,000 | +1250.2% | 175,767 | +1250.4% | 1.12% | +1083.2% |
| Q1 2021 | $653,000 | – | 13,016 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |