CreativeOne Wealth, LLC - 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
CreativeOne Wealth, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$264
-99.9%
5,354
+0.8%
0.02%
-6.2%
Q3 2022$262,000
-16.8%
5,314
-16.8%
0.02%
-5.9%
Q2 2022$315,000
-43.6%
6,389
-43.4%
0.02%
-41.4%
Q1 2022$559,000
+87.6%
11,280
+89.2%
0.03%
+93.3%
Q4 2021$298,000
+2.4%
5,961
-0.7%
0.02%
-73.2%
Q1 2020$291,0006,0060.06%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders