ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $231,000 | -31.0% | 4,704 | -30.9% | 0.13% | -31.4% |
| Q2 2022 | $335,000 | -3.7% | 6,806 | -3.3% | 0.19% | +10.4% |
| Q1 2022 | $348,000 | -34.5% | 7,038 | -33.8% | 0.17% | -33.2% |
| Q4 2021 | $531,000 | -7.0% | 10,637 | -6.7% | 0.26% | -22.0% |
| Q3 2021 | $571,000 | +25.5% | 11,395 | +25.4% | 0.33% | +21.6% |
| Q2 2021 | $455,000 | -18.8% | 9,086 | -18.7% | 0.27% | -23.3% |
| Q1 2021 | $560,000 | -24.1% | 11,176 | -24.0% | 0.36% | +24.9% |
| Q4 2020 | $738,000 | -74.8% | 14,714 | -74.8% | 0.28% | -78.3% |
| Q3 2020 | $2,924,000 | +2.5% | 58,354 | +2.2% | 1.32% | -14.1% |
| Q2 2020 | $2,854,000 | +40.4% | 57,086 | +36.1% | 1.53% | +8.4% |
| Q1 2020 | $2,033,000 | +20.5% | 41,936 | +24.9% | 1.41% | +37.9% |
| Q4 2019 | $1,687,000 | -71.2% | 33,577 | -71.2% | 1.02% | -75.9% |
| Q3 2019 | $5,860,000 | -1.4% | 116,415 | -1.4% | 4.24% | -8.8% |
| Q2 2019 | $5,944,000 | +0.4% | 118,105 | +0.2% | 4.65% | -0.8% |
| Q1 2019 | $5,922,000 | +4.3% | 117,872 | +3.5% | 4.69% | -6.6% |
| Q4 2018 | $5,678,000 | – | 113,899 | – | 5.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |