Financial Advocates Investment Management - 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
Financial Advocates Investment Management ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$2,434,043
+32.1%
48,788
+31.7%
0.18%
+33.6%
Q2 2023$1,842,192
+4.6%
37,051
+4.4%
0.13%
+3.1%
Q1 2023$1,760,895
-1.8%
35,502
-2.5%
0.13%
-5.2%
Q4 2022$1,793,111
-6.4%
36,394
-6.4%
0.13%
-15.2%
Q3 2022$1,915,000
-2.9%
38,881
-2.9%
0.16%
-1.2%
Q2 2022$1,973,000
-19.9%
40,044
-19.4%
0.16%
-1.2%
Q1 2022$2,462,000
+197.0%
49,673
+199.5%
0.16%
+211.5%
Q4 2021$829,000
-7.1%
16,583
-8.0%
0.05%
-13.3%
Q3 2021$892,000
-19.1%
18,023
-8.8%
0.06%
-18.9%
Q2 2021$1,103,000
+20.0%
19,772
+7.9%
0.07%
+13.8%
Q1 2021$919,000
-18.6%
18,319
-18.6%
0.06%
-15.6%
Q4 2020$1,129,000
-2.9%
22,499
-3.1%
0.08%
-22.2%
Q3 2020$1,163,000
-38.1%
23,210
-38.2%
0.10%
-44.4%
Q2 2020$1,878,000
-7.2%
37,551
-10.0%
0.18%
-38.4%
Q1 2020$2,023,000
-31.7%
41,708
-29.2%
0.29%
-8.3%
Q4 2019$2,962,000
+19.1%
58,935
+19.3%
0.32%
+10.9%
Q3 2019$2,487,000
-23.5%
49,399
-23.6%
0.28%
-24.7%
Q2 2019$3,253,000
-10.2%
64,633
-10.3%
0.38%
-16.2%
Q1 2019$3,622,000
+38.0%
72,094
+36.9%
0.45%
+25.7%
Q4 2018$2,625,000
-7.2%
52,672
-6.5%
0.36%
+13.3%
Q3 2018$2,828,000
+12.2%
56,347
+11.9%
0.32%
+3.6%
Q2 2018$2,521,000
-5.7%
50,343
-5.5%
0.30%
-12.4%
Q1 2018$2,673,000
+98.4%
53,286
+98.3%
0.35%
+89.1%
Q4 2017$1,347,00026,8720.18%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders