ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,785,737 | +77.2% | 35,793 | +76.6% | 1.33% | +100.9% |
| Q2 2023 | $1,007,808 | -1.5% | 20,270 | -1.8% | 0.66% | -10.4% |
| Q1 2023 | $1,023,369 | +4.4% | 20,632 | +3.7% | 0.74% | -10.9% |
| Q4 2022 | $980,420 | +6.2% | 19,899 | +6.2% | 0.83% | +8.7% |
| Q3 2022 | $923,000 | -6.1% | 18,737 | -6.1% | 0.76% | +2.1% |
| Q2 2022 | $983,000 | -1.4% | 19,955 | -0.7% | 0.75% | +19.4% |
| Q1 2022 | $997,000 | +4.9% | 20,103 | +5.7% | 0.62% | +15.3% |
| Q4 2021 | $950,000 | -23.6% | 19,024 | -23.3% | 0.54% | -25.0% |
| Q3 2021 | $1,243,000 | +1.8% | 24,795 | +1.8% | 0.72% | +3.4% |
| Q2 2021 | $1,221,000 | +8.2% | 24,345 | +8.3% | 0.70% | -2.6% |
| Q1 2021 | $1,128,000 | -0.7% | 22,476 | -0.7% | 0.72% | -14.8% |
| Q4 2020 | $1,136,000 | – | 22,642 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |