Vishria Bird Financial 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 335 filers reported holding ISHARES U S ETF TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Vishria Bird Financial Group, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2020$354,000
-40.1%
7,058
-40.1%
0.20%
-45.7%
Q3 2020$591,000
-3.1%
11,788
-3.3%
0.37%
-22.0%
Q2 2020$610,000
+7.8%
12,188
+4.5%
0.48%
-19.6%
Q1 2020$566,000
-79.0%
11,665
-78.2%
0.59%
-77.3%
Q4 2019$2,694,000
-13.2%
53,621
-13.0%
2.61%
-26.4%
Q3 2019$3,103,000
+16.3%
61,636
+16.3%
3.55%
+33.3%
Q2 2019$2,668,000
-12.7%
53,010
-12.9%
2.66%
-13.8%
Q1 2019$3,056,00060,8333.09%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2019
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