ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,647 | -3.6% | 6,387 | -4.3% | 0.50% | +1.4% |
| Q2 2023 | $330,548 | -0.1% | 6,671 | 0.0% | 0.50% | -7.8% |
| Q1 2023 | $330,879 | +1.0% | 6,671 | +0.3% | 0.54% | +20.1% |
| Q4 2022 | $327,547 | -6.1% | 6,648 | -6.2% | 0.45% | +26.6% |
| Q3 2022 | $349,000 | +60.8% | 7,089 | +60.9% | 0.35% | +56.2% |
| Q2 2022 | $217,000 | -1.8% | 4,405 | -1.3% | 0.23% | +11.9% |
| Q1 2022 | $221,000 | -0.5% | 4,464 | +0.5% | 0.20% | 0.0% |
| Q4 2021 | $222,000 | +2.8% | 4,444 | +3.1% | 0.20% | -4.7% |
| Q3 2021 | $216,000 | -3.6% | 4,310 | -3.3% | 0.21% | -1.4% |
| Q2 2021 | $224,000 | -24.3% | 4,456 | -24.3% | 0.22% | -29.3% |
| Q1 2021 | $296,000 | -3.9% | 5,888 | -4.1% | 0.30% | -8.2% |
| Q4 2020 | $308,000 | – | 6,137 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |