ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 348 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $403,500 | -27.8% | 7,992 | -28.7% | 0.03% | -23.5% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |