ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 316 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,270,220 | +0.5% | 45,322 | +0.2% | 0.57% | -8.1% |
Q1 2024 | $2,259,372 | +1.5% | 45,251 | +2.5% | 0.62% | -8.6% |
Q4 2023 | $2,226,367 | +1.5% | 44,139 | +0.1% | 0.68% | -8.3% |
Q3 2023 | $2,193,504 | +0.7% | 44,082 | +0.3% | 0.74% | -1.1% |
Q2 2023 | $2,179,169 | +184.2% | 43,966 | +184.2% | 0.74% | +171.5% |
Q1 2023 | $766,756 | +0.5% | 15,468 | +0.4% | 0.27% | -19.6% |
Q4 2022 | $763,077 | -15.6% | 15,400 | -16.3% | 0.34% | -25.2% |
Q3 2022 | $904,000 | -0.2% | 18,394 | -0.2% | 0.46% | -1.3% |
Q2 2022 | $906,000 | -0.7% | 18,427 | +0.1% | 0.46% | +10.0% |
Q1 2022 | $912,000 | -0.8% | 18,415 | +0.1% | 0.42% | +12.0% |
Q4 2021 | $919,000 | +21.7% | 18,402 | +21.9% | 0.38% | +45.3% |
Q3 2021 | $755,000 | +6.9% | 15,095 | +7.2% | 0.26% | -0.4% |
Q2 2021 | $706,000 | +63.8% | 14,085 | +64.1% | 0.26% | +48.9% |
Q1 2021 | $431,000 | +86.6% | 8,581 | +88.4% | 0.17% | -32.0% |
Q2 2019 | $231,000 | – | 4,554 | – | 0.26% | – |
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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% |