Ullmann Wealth Partners Group, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 351 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Ullmann Wealth Partners Group, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2021$591,000
-0.5%
11,841
+0.0%
0.16%
-32.8%
Q3 2021$594,000
-37.7%
11,840
-37.7%
0.24%
-40.2%
Q2 2021$953,000
+5.4%
18,998
+5.5%
0.39%
-2.5%
Q1 2021$904,000
+0.1%
18,007
+0.0%
0.40%
-10.8%
Q4 2020$903,000
-1.5%
18,004
-1.6%
0.45%
-14.1%
Q3 2020$917,000
+15.5%
18,293
+15.3%
0.53%
+7.6%
Q2 2020$794,000
-58.5%
15,872
-59.8%
0.49%
-66.0%
Q1 2020$1,915,000
-28.4%
39,495
-25.8%
1.44%
-11.4%
Q4 2019$2,675,000
-16.8%
53,232
-16.6%
1.62%
-18.0%
Q3 2019$3,214,000
+85.7%
63,836
+85.6%
1.98%
+83.1%
Q2 2019$1,731,000
+30.6%
34,402
+30.4%
1.08%
+26.9%
Q1 2019$1,325,000
-19.8%
26,382
-20.4%
0.85%
-30.2%
Q4 2018$1,652,000
+79.0%
33,145
+80.1%
1.22%
+98.7%
Q3 2018$923,000
+157.8%
18,400
+157.3%
0.61%
+147.6%
Q2 2018$358,000
-61.4%
7,152
-61.3%
0.25%
-62.1%
Q1 2018$927,000
+60.9%
18,500
+60.8%
0.66%
+65.4%
Q4 2017$576,000
-55.8%
11,505
-55.7%
0.40%
-69.6%
Q3 2017$1,303,000
+45.4%
25,975
+45.6%
1.30%
+102.3%
Q2 2017$896,0000.0%17,8400.0%0.64%
-13.2%
Q1 2017$896,000
+9.4%
17,840
+9.2%
0.74%
-4.5%
Q4 2016$819,00016,3400.78%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders