Brio Consultants, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUDM and the CUSIP is 67092P805. A total of 66 filers reported holding NUSHARES ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$1,476,470
-1.1%
54,044
+4.9%
0.28%
+2.6%
Q2 2023$1,492,296
+7.4%
51,530
+4.3%
0.27%
+5.1%
Q1 2023$1,389,228
+20.7%
49,404
+10.7%
0.26%
+12.2%
Q4 2022$1,151,004
+22.1%
44,613
+8.9%
0.23%
+15.1%
Q3 2022$943,000
-44.2%
40,960
-40.1%
0.20%
-48.2%
Q2 2022$1,691,000
+4.3%
68,414
+21.5%
0.38%
+11.0%
Q1 2022$1,621,000
+63.7%
56,327
+76.4%
0.35%
+48.5%
Q4 2021$990,000
+1.5%
31,934
+2.6%
0.23%
-1.7%
Q3 2021$975,000
+0.3%
31,114
+1.1%
0.24%
-4.4%
Q2 2021$972,000
+12.6%
30,782
+7.9%
0.25%
-2.4%
Q1 2021$863,000
+25.6%
28,528
+21.4%
0.25%
+14.4%
Q4 2020$687,000
-0.9%
23,492
-13.3%
0.22%
+6.2%
Q3 2020$693,000
+16.5%
27,096
+10.3%
0.21%
+5.0%
Q2 2020$595,000
-6.3%
24,565
-18.8%
0.20%
-21.7%
Q1 2020$635,000
-20.5%
30,248
+2.0%
0.25%
-5.6%
Q4 2019$799,000
+13.0%
29,641
+8.4%
0.27%
+1.5%
Q3 2019$707,000
+2.3%
27,354
+1.9%
0.26%
-4.7%
Q2 2019$691,000
+8.8%
26,855
+2.3%
0.28%
-1.1%
Q1 2019$635,000
+57.6%
26,243
+45.7%
0.28%
+35.7%
Q4 2018$403,00018,0150.21%
Other shareholders
NUSHARES ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 32,829$1,019,0002.66%
Evolution Advisers, Inc. 80,535$2,495,0001.84%
IMPACTfolio, LLC 20,976$650,0000.57%
Better Money Decisions, LLC 10,221$317,0000.27%
Brio Consultants, LLC 31,934$990,0000.23%
Monterey Private Wealth, Inc. 13,689$424,0000.21%
Avantax Planning Partners, Inc. 123,295$3,821,0000.16%
Vestmark Advisory Solutions, Inc. 77,954$2,416,0000.14%
Wescott Financial Advisory Group, LLC 7,406$230,0000.12%
Wealth Architects, LLC 16,522$512,0000.09%
View complete list of NUSHARES ETF TR shareholders