9258 Wealth Management, LLC - ISHARES U S ETF TR ownership

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
9258 Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2021$311,000
+0.3%
6,219
+0.6%
0.07%
-14.5%
Q3 2021$310,000
+3.3%
6,181
+3.3%
0.08%
+2.5%
Q2 2021$300,000
-25.7%
5,982
-25.6%
0.08%
-33.1%
Q1 2021$404,000
+0.2%
8,042
+0.0%
0.12%
-7.6%
Q4 2020$403,000
-33.1%
8,040
-33.1%
0.13%
-42.3%
Q3 2020$602,000
-6.7%
12,013
-6.8%
0.23%
-13.0%
Q2 2020$645,000
+3.4%
12,890
+1.6%
0.26%
-4.7%
Q1 2020$624,000
+3.1%
12,686
+5.5%
0.27%
+23.4%
Q4 2019$605,000
+166.5%
12,030
+166.9%
0.22%
+25.4%
Q3 2019$227,0004,5070.18%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Enstar Group LTD 915,711$45,740,00015.81%
Columbia Trust Co 01012016 491,545$24,646,00013.03%
B, B, H, & B INC. 176,170$8,800,0007.34%
Bramshill Investments, LLC 1,307,869$65,328,0006.40%
Navis Wealth Advisors, LLC 133,161$6,651,0005.60%
TRUSTCORE FINANCIAL SERVICES, LLC 956,434$47,774,0005.40%
MEMBERS CAPITAL ADVISORS INC 199,860$9,983,0005.12%
Clearwater Capital Advisors, LLC 895,327$44,722,0004.93%
Rosenberg Matthew Hamilton 234,786$11,728,0004.17%
UBP Investment Advisors SA 223,456$11,160,0004.06%
View complete list of ISHARES U S ETF TR shareholders