Retirement Group, LLC - 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
Retirement Group, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$13,0000.0%2580.0%0.01%
+100.0%
Q2 2022$13,000
-51.9%
258
-53.0%
0.01%
-50.0%
Q1 2022$27,0000.0%5490.0%0.01%
-16.7%
Q4 2021$27,000
-57.1%
549
-56.6%
0.01%
-58.6%
Q3 2021$63,0000.0%1,265
+0.1%
0.03%
-3.3%
Q2 2021$63,0000.0%1,264
+0.1%
0.03%
+3.4%
Q1 2021$63,000
-40.6%
1,263
-40.3%
0.03%
-40.8%
Q4 2020$106,000
-42.7%
2,114
-42.8%
0.05%
-52.9%
Q3 2020$185,000
+128.4%
3,696
+128.9%
0.10%
+108.0%
Q2 2020$81,000
+24.6%
1,615
+23.9%
0.05%
+19.0%
Q4 2019$65,0001,3030.04%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders