ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 324 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,657,519 | +2.5% | 52,801 | +2.7% | 0.01% | 0.0% |
| Q1 2024 | $2,593,223 | +10.8% | 51,391 | +11.0% | 0.01% | 0.0% |
| Q4 2023 | $2,339,711 | -7.9% | 46,312 | -9.0% | 0.01% | -20.0% |
| Q3 2023 | $2,539,943 | -20.8% | 50,910 | -21.1% | 0.01% | -16.7% |
| Q2 2023 | $3,207,623 | +106714.0% | 64,513 | +6.5% | 0.01% | -7.7% |
| Q1 2023 | $3,003 | +177.8% | 60,562 | +176.0% | 0.01% | +160.0% |
| Q4 2022 | $1,081 | -99.7% | 21,946 | +205.8% | 0.01% | +150.0% |
| Q3 2022 | $353,000 | -43.4% | 7,177 | -43.4% | 0.00% | -33.3% |
| Q2 2022 | $624,000 | -88.5% | 12,670 | -88.5% | 0.00% | -88.5% |
| Q1 2022 | $5,443,000 | -25.4% | 109,810 | -24.8% | 0.03% | -23.5% |
| Q4 2021 | $7,294,000 | -8.9% | 146,039 | -8.6% | 0.03% | -19.0% |
| Q3 2021 | $8,007,000 | +2433.9% | 159,700 | +2432.1% | 0.04% | +2000.0% |
| Q2 2021 | $316,000 | +1.0% | 6,307 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | -42.5% | 6,242 | -42.5% | 0.00% | -50.0% |
| Q4 2020 | $544,000 | +64.8% | 10,853 | +64.6% | 0.00% | +33.3% |
| Q3 2020 | $330,000 | +164.0% | 6,592 | +162.7% | 0.00% | +200.0% |
| Q2 2020 | $125,000 | +89.4% | 2,509 | +90.1% | 0.00% | 0.0% |
| Q4 2019 | $66,000 | – | 1,320 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |