Steward Partners Investment Advisory, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 375 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,718,842
+3.5%
34,453
+3.1%
0.03%
+4.0%
Q2 2023$1,661,474
-9.7%
33,417
-9.9%
0.02%
-13.8%
Q1 2023$1,839,340
-23.8%
37,083
-24.3%
0.03%
-29.3%
Q4 2022$2,413,390
-59.2%
48,983
-59.2%
0.04%
-63.1%
Q3 2022$5,918,000
-12.6%
120,132
-12.6%
0.11%
-10.5%
Q2 2022$6,770,000
+2.9%
137,439
+3.6%
0.12%
+21.6%
Q1 2022$6,577,000
+127.2%
132,679
+128.9%
0.10%
+131.8%
Q4 2021$2,895,000
-6.9%
57,954
-6.5%
0.04%
-17.0%
Q3 2021$3,108,000
-56.9%
61,980
-56.9%
0.05%
-56.6%
Q2 2021$7,211,000
-99.8%
143,750
+105.2%
0.12%
+293.5%
Q1 2021$3,515,880,000
+274363.7%
70,052
+174.4%
0.03%
+10.7%
Q4 2020$1,281,000
-39.9%
25,532
-40.0%
0.03%
-48.1%
Q3 2020$2,131,000
-5.2%
42,526
-5.4%
0.05%
-15.6%
Q2 2020$2,247,000
-13.4%
44,940
-16.0%
0.06%
-32.6%
Q1 2020$2,594,000
-20.3%
53,511
-17.4%
0.10%
-1.0%
Q4 2019$3,254,000
-21.1%
64,764
-20.9%
0.10%
-30.9%
Q3 2019$4,123,000
+30.0%
81,908
+30.0%
0.14%
+19.8%
Q2 2019$3,171,000
+66.5%
63,008
+66.2%
0.12%
+43.2%
Q1 2019$1,904,000
+1.8%
37,904
+0.9%
0.08%
-11.0%
Q4 2018$1,871,000
+26.7%
37,548
+27.6%
0.09%
+30.0%
Q3 2018$1,477,000
+32.3%
29,428
+32.3%
0.07%
+4.5%
Q2 2018$1,116,000
+5480.0%
22,246
+5461.5%
0.07%
+6600.0%
Q1 2018$20,0000.0%4000.0%0.00%
-50.0%
Q4 2017$20,0004000.00%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2020
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders