ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 361 filers reported holding ISHARES U S ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $253,892 | -63.9% | 5,153 | -64.0% | 0.21% | -58.2% |
| Q3 2022 | $704,000 | +58.9% | 14,300 | +58.9% | 0.50% | +6.2% |
| Q2 2022 | $443,000 | -66.9% | 9,000 | -66.6% | 0.47% | -35.6% |
| Q1 2022 | $1,337,000 | -7.7% | 26,974 | -7.1% | 0.73% | -4.7% |
| Q4 2021 | $1,449,000 | -18.4% | 29,022 | -18.1% | 0.76% | -23.1% |
| Q3 2021 | $1,776,000 | -4.3% | 35,439 | -4.2% | 0.99% | -2.6% |
| Q2 2021 | $1,855,000 | -4.2% | 36,981 | -4.1% | 1.02% | -9.8% |
| Q1 2021 | $1,936,000 | +7.9% | 38,578 | +7.8% | 1.13% | +1.2% |
| Q4 2020 | $1,794,000 | +21.1% | 35,775 | +20.9% | 1.12% | +5.8% |
| Q3 2020 | $1,482,000 | +6.3% | 29,580 | +6.1% | 1.06% | -7.1% |
| Q2 2020 | $1,394,000 | +24.2% | 27,880 | +20.4% | 1.14% | -3.5% |
| Q1 2020 | $1,122,000 | +22340.0% | 23,150 | +23050.0% | 1.18% | +29375.0% |
| Q4 2019 | $5,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |