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 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q3 2022
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders