UBP Investment Advisors SA - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$9,470,000
-58.5%
192,152
-58.5%
4.88%
+6.9%
Q2 2022$22,820,000
+2327.7%
463,212
+6180.8%
4.56%
+1203.4%
Q1 2022$940,000
-91.6%
7,375
-96.7%
0.35%
-91.4%
Q4 2021$11,160,000
-12.3%
223,456
-12.0%
4.06%
-17.7%
Q3 2021$12,730,000
+3.8%
253,825
+3.8%
4.94%
+9.0%
Q2 2021$12,260,000
-0.3%
244,468
-0.3%
4.53%
-9.8%
Q1 2021$12,300,000
+15.2%
245,128
+15.2%
5.02%
-8.6%
Q4 2020$10,677,000
+79.2%
212,843
+79.1%
5.50%
+19.7%
Q3 2020$5,957,000
-2.9%
118,864
-3.1%
4.60%
-5.9%
Q2 2020$6,134,000
+6.9%
122,687
+3.6%
4.88%
-6.0%
Q1 2020$5,740,000
-12.2%
118,378
-9.0%
5.19%
+1.5%
Q4 2019$6,534,000
-0.2%
130,064
-0.0%
5.12%
-3.8%
Q3 2019$6,550,000
+15.5%
130,108
+15.4%
5.32%
+3.9%
Q2 2019$5,673,000
+1.0%
112,762
+0.9%
5.12%
-2.7%
Q1 2019$5,616,000
+50.4%
111,798
+49.3%
5.26%
+33.2%
Q4 2018$3,733,000
+1.3%
74,880
+1.9%
3.95%
+12.2%
Q3 2018$3,686,000
-7.1%
73,448
-7.7%
3.52%
-24.6%
Q2 2018$3,966,000
-1.5%
79,611
-0.8%
4.67%
+7.6%
Q1 2018$4,026,000
+27.0%
80,257
+26.9%
4.34%
+16.1%
Q4 2017$3,169,00063,2263.74%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
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