ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 207 filers reported holding ISHARES U S ETF TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $269,000 | -48.2% | 5,360 | -48.0% | 0.10% | -52.6% |
| Q3 2019 | $519,000 | -4.1% | 10,300 | -4.1% | 0.21% | -7.5% |
| Q2 2019 | $541,000 | -15.9% | 10,740 | -16.1% | 0.23% | -23.4% |
| Q1 2019 | $643,000 | -58.3% | 12,800 | -58.7% | 0.30% | -65.2% |
| Q4 2018 | $1,543,000 | -51.8% | 30,960 | -51.5% | 0.85% | -48.1% |
| Q3 2018 | $3,204,000 | +20.0% | 63,840 | +20.0% | 1.63% | +11.5% |
| Q2 2018 | $2,669,000 | +24.5% | 53,190 | +24.5% | 1.46% | +19.2% |
| Q1 2018 | $2,143,000 | +102.6% | 42,730 | +102.5% | 1.23% | +102.1% |
| Q4 2017 | $1,058,000 | – | 21,100 | – | 0.61% | – |
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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% |