Kore Private Wealth LLC - ISHARES U S ETF TR ownership

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
Kore Private Wealth LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$26,162,000
-1.9%
531,103
-1.9%
4.73%
+15.0%
Q2 2022$26,662,000
-7.6%
541,251
-7.0%
4.11%
+13.5%
Q1 2022$28,843,000
-0.8%
581,8710.0%3.62%
+2.2%
Q4 2021$29,064,000
-0.4%
581,8710.0%3.54%
+15.5%
Q3 2021$29,175,000
-0.1%
581,8710.0%3.07%
-6.5%
Q2 2021$29,190,000
-0.1%
581,871
-0.0%
3.28%
-16.8%
Q1 2021$29,206,000
+0.0%
581,916
+0.0%
3.94%
-12.3%
Q4 2020$29,192,000
+0.1%
581,8710.0%4.50%
-20.2%
Q3 2020$29,158,000
+0.2%
581,8710.0%5.63%
-5.2%
Q2 2020$29,099,000
+3.1%
581,8710.0%5.94%
-11.9%
Q1 2020$28,215,000
-6.7%
581,871
-3.3%
6.75%
+17.5%
Q4 2019$30,244,000
-11.3%
601,871
-11.3%
5.74%
-25.1%
Q3 2019$34,098,000
+13.1%
678,646
+13.3%
7.67%
+12.7%
Q2 2019$30,158,000
+57.0%
599,196
+56.8%
6.81%
+57.5%
Q1 2019$19,204,000382,2404.32%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders