Windsor Wealth Management, 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
Windsor Wealth Management, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$6,349
+7.4%
127,255
+7.1%
1.16%
+9.6%
Q2 2023$5,910
+0.9%
118,872
+0.4%
1.06%
-6.6%
Q1 2023$5,860
-7.4%
118,356
-7.7%
1.14%
-13.1%
Q4 2022$6,327
-99.9%
128,215
-15.8%
1.31%
-29.8%
Q3 2022$7,479,000
-7.1%
152,194
-7.0%
1.86%
-9.4%
Q2 2022$8,052,000
+3.4%
163,599
+4.1%
2.06%
+42.7%
Q1 2022$7,789,000
+10.7%
157,192
+11.6%
1.44%
+11.7%
Q4 2021$7,035,000
+11.5%
140,825
+11.8%
1.29%
-2.3%
Q3 2021$6,312,000
+10.1%
125,958
+10.2%
1.32%
+6.6%
Q2 2021$5,734,000
+1.6%
114,305
+1.7%
1.24%
-7.9%
Q1 2021$5,643,000
-5.4%
112,423
-5.4%
1.34%
-11.5%
Q4 2020$5,964,000
-0.2%
118,874
-0.3%
1.52%
-12.5%
Q3 2020$5,978,000
+2.6%
119,257
+2.3%
1.74%
-6.2%
Q2 2020$5,828,000
-0.1%
116,541
-3.1%
1.85%
-21.2%
Q1 2020$5,835,000
+14.2%
120,325
+18.3%
2.35%
+25.1%
Q4 2019$5,109,000
+30.6%
101,670
+30.6%
1.88%
+10.3%
Q3 2019$3,912,000
+173.0%
77,868
+172.8%
1.70%
+171.1%
Q2 2019$1,433,000
+32.1%
28,540
+32.1%
0.63%
+3.3%
Q1 2019$1,085,000
-16.5%
21,603
-17.1%
0.61%
-31.5%
Q4 2018$1,299,000
-3.9%
26,055
-3.3%
0.89%
+1.3%
Q3 2018$1,352,000
+22.4%
26,946
+22.4%
0.88%
+1.6%
Q2 2018$1,105,000
+13.1%
22,020
+13.1%
0.86%
+4.6%
Q1 2018$977,00019,4740.83%
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