SlateStone 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 375 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2020$598,000
-3.5%
12,3370.0%0.17%
+19.7%
Q4 2019$620,000
-0.2%
12,3370.0%0.14%
-21.5%
Q3 2019$621,000
-22.4%
12,337
-22.4%
0.18%
-19.6%
Q2 2019$800,00015,9050.22%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2020
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders