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 2,040,755$1,022,418,00033.86%
VisionPoint Advisory Group, LLC 943,899$47,506,00013.64%
Donoghue Forlines LLC 2,090,630$105,221,00012.31%
PARK AVENUE SECURITIES LLC 1,566,349$78,834,0008.81%
Astor Investment Management LLC 1,034,622$52,072,0008.46%
Winch Advisory Services, LLC 321,431$16,178,0008.43%
Cooper Financial Group 303,824$15,291,0007.41%
Kore Private Wealth LLC 599,196$30,158,0006.81%
Smithfield Trust Co 1,173,231$59,048,0006.11%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 165,010$8,305,0006.09%
View complete list of ISHARES U S ETF TR shareholders