ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 121 filers reported holding ISHARES U S ETF TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $274,247 | +3.2% | 5,449 | +3.4% | 0.01% | -10.0% |
Q1 2024 | $265,865 | -0.4% | 5,269 | +0.0% | 0.01% | -9.1% |
Q4 2023 | $266,906 | -47.3% | 5,268 | -48.3% | 0.01% | -57.7% |
Q3 2023 | $506,719 | -29.5% | 10,187 | -29.5% | 0.03% | -25.7% |
Q2 2023 | $718,914 | +25.5% | 14,459 | +25.2% | 0.04% | +16.7% |
Q1 2023 | $572,795 | +21.5% | 11,551 | +20.7% | 0.03% | -6.2% |
Q4 2022 | $471,415 | -0.3% | 9,568 | -0.6% | 0.03% | -11.1% |
Q3 2022 | $473,000 | +3.7% | 9,623 | +3.9% | 0.04% | -2.7% |
Q2 2022 | $456,000 | -0.4% | 9,258 | 0.0% | 0.04% | +2.8% |
Q1 2022 | $458,000 | -18.1% | 9,258 | -16.9% | 0.04% | -34.5% |
Q3 2021 | $559,000 | 0.0% | 11,141 | 0.0% | 0.06% | -3.5% |
Q2 2021 | $559,000 | -7.1% | 11,141 | -7.1% | 0.06% | -18.6% |
Q1 2021 | $602,000 | +3.4% | 11,988 | +3.4% | 0.07% | -4.1% |
Q4 2020 | $582,000 | -2.2% | 11,596 | -2.4% | 0.07% | -16.1% |
Q3 2020 | $595,000 | +18.3% | 11,883 | +18.2% | 0.09% | +8.8% |
Q2 2020 | $503,000 | -24.5% | 10,056 | -26.8% | 0.08% | -36.5% |
Q1 2020 | $666,000 | -19.6% | 13,740 | -16.6% | 0.13% | -0.8% |
Q4 2019 | $828,000 | -19.3% | 16,480 | -19.1% | 0.13% | -24.9% |
Q3 2019 | $1,026,000 | +6.2% | 20,381 | +6.2% | 0.17% | -8.6% |
Q2 2019 | $966,000 | +60.2% | 19,185 | +59.8% | 0.18% | +26.7% |
Q1 2019 | $603,000 | -6.2% | 12,002 | -6.9% | 0.15% | -11.0% |
Q4 2018 | $643,000 | +19.7% | 12,896 | +20.6% | 0.16% | +35.5% |
Q3 2018 | $537,000 | +169.8% | 10,691 | +170.0% | 0.12% | +142.0% |
Q2 2018 | $199,000 | +17.1% | 3,959 | +17.1% | 0.05% | +6.4% |
Q1 2018 | $170,000 | +31.8% | 3,382 | +30.9% | 0.05% | +34.3% |
Q4 2017 | $129,000 | +27.7% | 2,583 | +28.8% | 0.04% | -16.7% |
Q3 2017 | $101,000 | +106.1% | 2,006 | +106.2% | 0.04% | +82.6% |
Q2 2017 | $49,000 | 0.0% | 973 | -0.5% | 0.02% | -14.8% |
Q1 2017 | $49,000 | +19.5% | 978 | +20.7% | 0.03% | -3.6% |
Q4 2016 | $41,000 | – | 810 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |