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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,861 | -91.3% | 98 | -91.3% | 0.00% | -88.9% |
| Q2 2021 | $56,000 | +211.1% | 1,123 | +218.1% | 0.01% | +200.0% |
| Q1 2021 | $18,000 | -98.2% | 353 | -98.2% | 0.00% | -99.1% |
| Q3 2020 | $1,002,000 | +16.1% | 19,991 | +15.9% | 0.35% | -11.6% |
| Q2 2020 | $863,000 | -30.8% | 17,250 | -33.0% | 0.40% | -48.0% |
| Q1 2020 | $1,248,000 | +41.8% | 25,735 | +47.0% | 0.76% | +78.1% |
| Q4 2019 | $880,000 | -27.7% | 17,508 | -27.6% | 0.43% | -33.5% |
| Q3 2019 | $1,217,000 | +33.3% | 24,169 | +33.2% | 0.64% | +21.9% |
| Q2 2019 | $913,000 | -23.5% | 18,141 | -23.6% | 0.53% | -20.7% |
| Q1 2019 | $1,193,000 | +202.8% | 23,747 | +200.4% | 0.67% | +148.0% |
| Q4 2018 | $394,000 | – | 7,905 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |