Successful Portfolios LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2021$208,000
-0.5%
4,150
-0.4%
0.12%
-2.4%
Q2 2021$209,000
-11.1%
4,165
-11.1%
0.13%
-18.1%
Q1 2021$235,000
-8.6%
4,684
-8.7%
0.16%
-15.8%
Q4 2020$257,000
-20.4%
5,129
-20.5%
0.18%
-28.7%
Q3 2020$323,000
-32.3%
6,454
-32.3%
0.26%
-38.6%
Q2 2020$477,000
-1.6%
9,536
-4.6%
0.42%
-14.3%
Q1 2020$485,00010,0000.49%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders