Financial Gravity Asset 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
Financial Gravity Asset Management, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2022$8,000
-99.0%
158
-99.0%
0.00%
-100.0%
Q4 2021$779,000
-2.0%
15,610
-1.5%
0.02%
-95.2%
Q3 2021$795,000
-20.7%
15,847
-20.7%
0.37%
+4.2%
Q2 2021$1,003,000
-35.1%
19,990
-35.1%
0.36%
+1021.9%
Q1 2021$1,546,000
-14.1%
30,794
-14.0%
0.03%
-98.1%
Q4 2020$1,800,000
-34.7%
35,819
-37.1%
1.65%
+18211.1%
Q1 2020$2,758,000
-5.1%
56,951
-1.5%
0.01%
-99.6%
Q4 2019$2,906,000
+12.6%
57,833
+12.8%
2.00%
-9.9%
Q3 2019$2,580,000
+292.7%
51,256
+292.5%
2.22%
+312.1%
Q2 2019$657,00013,0600.54%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
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