ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,713,021 | +4.7% | 34,336 | +4.3% | 0.71% | +4.7% |
| Q2 2023 | $1,636,528 | -1.1% | 32,915 | -1.3% | 0.68% | -7.4% |
| Q1 2023 | $1,654,824 | +3.2% | 33,363 | +2.5% | 0.73% | -4.4% |
| Q4 2022 | $1,603,539 | +3.2% | 32,546 | +3.2% | 0.76% | -4.9% |
| Q3 2022 | $1,554,000 | +5.4% | 31,542 | +5.4% | 0.80% | +10.0% |
| Q2 2022 | $1,474,000 | +10.2% | 29,928 | +10.9% | 0.73% | +29.2% |
| Q1 2022 | $1,338,000 | +8.2% | 26,991 | +9.0% | 0.57% | +9.3% |
| Q4 2021 | $1,237,000 | +20.6% | 24,766 | +21.0% | 0.52% | +9.3% |
| Q3 2021 | $1,026,000 | +9.4% | 20,470 | +9.5% | 0.47% | +8.5% |
| Q2 2021 | $938,000 | +11.0% | 18,696 | +11.0% | 0.44% | +0.9% |
| Q1 2021 | $845,000 | +85.3% | 16,837 | +85.2% | 0.43% | +73.2% |
| Q4 2020 | $456,000 | +16.9% | 9,089 | +16.8% | 0.25% | +1.2% |
| Q3 2020 | $390,000 | +10.2% | 7,782 | +10.1% | 0.25% | -0.4% |
| Q2 2020 | $354,000 | -4.3% | 7,070 | -7.2% | 0.25% | -23.2% |
| Q1 2020 | $370,000 | -51.4% | 7,620 | -49.6% | 0.32% | -41.4% |
| Q4 2019 | $761,000 | +14.3% | 15,111 | +14.0% | 0.55% | -0.7% |
| Q3 2019 | $666,000 | +4.4% | 13,251 | +4.5% | 0.56% | +3.0% |
| Q2 2019 | $638,000 | +14.5% | 12,680 | +14.3% | 0.54% | -0.6% |
| Q1 2019 | $557,000 | -37.8% | 11,096 | -38.2% | 0.54% | -42.3% |
| Q4 2018 | $896,000 | -1.5% | 17,965 | -1.1% | 0.94% | +10.8% |
| Q3 2018 | $910,000 | +126.9% | 18,162 | +127.3% | 0.85% | +129.2% |
| Q2 2018 | $401,000 | -81.6% | 7,992 | -81.6% | 0.37% | -82.9% |
| Q1 2018 | $2,178,000 | +144.2% | 43,429 | +144.1% | 2.16% | +124.5% |
| Q4 2017 | $892,000 | – | 17,791 | – | 0.96% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |