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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,915 | +0.3% | 319 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $15,861 | +0.2% | 319 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,822 | -99.5% | 319 | +450.0% | 0.00% | – |
| Q1 2021 | $2,894,000 | +96366.7% | 58 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 58 | +1.8% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -50.0% | 57 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | -14.3% | 114 | -13.0% | 0.00% | -50.0% |
| Q3 2019 | $7,000 | -12.5% | 131 | -19.1% | 0.00% | -33.3% |
| Q2 2019 | $8,000 | 0.0% | 162 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $8,000 | -77.1% | 162 | -76.9% | 0.00% | -77.8% |
| Q4 2018 | $35,000 | -10.3% | 700 | -9.3% | 0.02% | -5.3% |
| Q3 2018 | $39,000 | -26.4% | 772 | -27.2% | 0.02% | -38.7% |
| Q2 2018 | $53,000 | -1.9% | 1,060 | -1.8% | 0.03% | -13.9% |
| Q1 2018 | $54,000 | – | 1,079 | – | 0.04% | – |
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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% |