ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,762 | +0.3% | 8,975 | 0.0% | 0.20% | -2.9% |
| Q2 2023 | $446,237 | +29.3% | 8,975 | +29.0% | 0.21% | +24.0% |
| Q1 2023 | $345,117 | +100517.2% | 6,958 | 0.0% | 0.17% | -9.7% |
| Q4 2022 | $343 | -99.9% | 6,958 | 0.0% | 0.18% | -28.6% |
| Q3 2022 | $343,000 | +0.3% | 6,958 | 0.0% | 0.26% | +4.0% |
| Q2 2022 | $342,000 | +4.9% | 6,958 | +5.9% | 0.25% | +13.2% |
| Q1 2022 | $326,000 | -0.6% | 6,573 | 0.0% | 0.22% | -0.9% |
| Q4 2021 | $328,000 | -0.6% | 6,573 | 0.0% | 0.22% | -7.5% |
| Q3 2021 | $330,000 | +10.0% | 6,573 | +10.0% | 0.24% | +25.7% |
| Q2 2021 | $300,000 | – | 5,975 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |