Elmwood 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 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Elmwood Wealth Management, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2023$3,436,398
+88.8%
69,115
+88.3%
1.60%
+86.3%
Q1 2023$1,820,320
+810.2%
36,700
+817.5%
0.86%
+805.3%
Q4 2021$200,000
-0.5%
4,0000.0%0.10%
-10.4%
Q2 2021$201,0000.0%4,0000.0%0.11%
-13.8%
Q1 2021$201,000
+0.5%
4,0000.0%0.12%
-24.1%
Q3 2020$200,0000.0%4,0000.0%0.16%0.0%
Q2 2020$200,000
-99.9%
4,0000.0%0.16%
-15.6%
Q1 2020$200,640,000
+99720.9%
4,0000.0%0.19%
+9.7%
Q4 2019$201,0000.0%4,0000.0%0.18%
-13.8%
Q3 2019$201,0000.0%4,0000.0%0.20%
+14.0%
Q2 2019$201,0000.0%4,0000.0%0.18%
-4.3%
Q1 2019$201,000
+1.0%
4,0000.0%0.19%
-3.1%
Q4 2018$199,000
-99.9%
4,0000.0%0.19%
+15.0%
Q3 2018$200,740,000
+0.0%
4,0000.0%0.17%
-8.7%
Q2 2018$200,680,000
+0.0%
4,0000.0%0.18%
-4.7%
Q1 2018$200,640,0004,0000.19%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders