ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 365 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $368,869 | -24.9% | 7,329 | -24.7% | 0.05% | -26.0% |
| Q1 2024 | $490,925 | -0.1% | 9,729 | 0.0% | 0.07% | -6.4% |
| Q4 2023 | $491,509 | +1.3% | 9,729 | 0.0% | 0.08% | -3.7% |
| Q3 2023 | $485,379 | +33.2% | 9,729 | +32.7% | 0.08% | +30.6% |
| Q2 2023 | $364,398 | +52.7% | 7,329 | +52.4% | 0.06% | +44.2% |
| Q1 2023 | $238,576 | +0.7% | 4,810 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $236,989 | -0.0% | 4,810 | 0.0% | 0.04% | -10.2% |
| Q3 2022 | $237,000 | 0.0% | 4,810 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $237,000 | -0.4% | 4,810 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $238,000 | -0.8% | 4,810 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $240,000 | -0.4% | 4,810 | 0.0% | 0.04% | -12.0% |
| Q3 2021 | $241,000 | 0.0% | 4,810 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $241,000 | 0.0% | 4,810 | 0.0% | 0.05% | -8.9% |
| Q1 2021 | $241,000 | 0.0% | 4,810 | 0.0% | 0.06% | -6.7% |
| Q4 2020 | $241,000 | -38.2% | 4,810 | -38.3% | 0.06% | -51.2% |
| Q3 2020 | $390,000 | 0.0% | 7,790 | 0.0% | 0.12% | -10.2% |
| Q2 2020 | $390,000 | +3.4% | 7,790 | 0.0% | 0.14% | -21.3% |
| Q1 2020 | $377,000 | +55.8% | 7,790 | +62.0% | 0.17% | +102.3% |
| Q4 2019 | $242,000 | – | 4,810 | – | 0.09% | – |
Download | ||||||
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% |