Kovack Advisors, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kovack Advisors, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$677,512
+7.1%
13,580
+6.7%
0.09%
+16.0%
Q2 2023$632,882
-16.1%
12,729
-16.3%
0.08%
-21.4%
Q1 2023$754,044
-0.6%
15,202
-1.3%
0.10%
-7.2%
Q4 2022$758,599
-7.1%
15,397
-7.2%
0.11%
-7.5%
Q3 2022$817,000
-4.0%
16,592
-4.0%
0.12%
+7.1%
Q2 2022$851,000
-57.7%
17,280
-57.5%
0.11%
-45.9%
Q1 2022$2,013,000
+86.9%
40,613
+88.4%
0.21%
+99.0%
Q4 2021$1,077,000
-47.4%
21,562
-47.2%
0.10%
-53.2%
Q3 2021$2,046,000
-5.8%
40,811
-5.8%
0.22%
-10.1%
Q2 2021$2,172,000
+4.8%
43,301
+4.9%
0.25%
-8.2%
Q1 2021$2,072,000
-16.0%
41,293
-16.0%
0.27%
-24.2%
Q4 2020$2,468,000
+2.1%
49,187
+2.0%
0.36%
-17.4%
Q3 2020$2,417,000
+5.4%
48,235
+5.1%
0.43%
-3.8%
Q2 2020$2,294,000
+6.1%
45,875
+2.8%
0.45%
-10.6%
Q1 2020$2,163,000
-38.0%
44,617
-35.7%
0.50%
-19.7%
Q4 2019$3,486,000
+4.1%
69,373
+4.2%
0.62%
-9.3%
Q3 2019$3,350,000
+1.8%
66,550
+1.8%
0.69%
-8.6%
Q2 2019$3,290,000
+85.0%
65,372
+84.7%
0.75%
+69.8%
Q1 2019$1,778,000
-1.9%
35,389
-2.7%
0.44%
-16.4%
Q4 2018$1,813,000
-7.0%
36,365
-6.4%
0.53%
+5.4%
Q3 2018$1,950,00038,8460.50%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders