ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $526,000 | -10.1% | 10,486 | -10.2% | 0.09% | -18.3% |
| Q3 2020 | $585,000 | +0.5% | 11,677 | +0.3% | 0.11% | -16.2% |
| Q2 2020 | $582,000 | -10.9% | 11,638 | -13.6% | 0.13% | -25.3% |
| Q1 2020 | $653,000 | -27.2% | 13,475 | -24.5% | 0.17% | -8.4% |
| Q4 2019 | $897,000 | +0.9% | 17,845 | +1.1% | 0.19% | -9.1% |
| Q3 2019 | $889,000 | -93.2% | 17,658 | -93.2% | 0.21% | -93.4% |
| Q2 2019 | $12,989,000 | -2.9% | 258,084 | -3.1% | 3.18% | -15.0% |
| Q1 2019 | $13,375,000 | +3.8% | 266,231 | +3.0% | 3.74% | -5.4% |
| Q4 2018 | $12,888,000 | – | 258,533 | – | 3.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |