ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 310 filers reported holding ISHARES U S ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,302,426 | -18.8% | 125,222 | -18.6% | 0.33% | -23.0% |
| Q1 2024 | $7,759,995 | -19.7% | 153,785 | -19.6% | 0.43% | -21.4% |
| Q4 2023 | $9,661,020 | +31.7% | 191,232 | +30.0% | 0.54% | +14.1% |
| Q3 2023 | $7,338,134 | -8.4% | 147,086 | -8.8% | 0.48% | -2.9% |
| Q2 2023 | $8,015,379 | -2.0% | 161,210 | -2.2% | 0.49% | -7.6% |
| Q1 2023 | $8,175,154 | +5.3% | 164,822 | +4.6% | 0.53% | -3.5% |
| Q4 2022 | $7,766,397 | +99789.4% | 157,629 | -0.1% | 0.55% | -9.9% |
| Q3 2022 | $7,775 | +28.1% | 157,845 | +28.1% | 0.61% | +26.7% |
| Q2 2022 | $6,070 | +8.7% | 123,233 | +9.4% | 0.48% | +27.3% |
| Q1 2022 | $5,583 | +128.0% | 112,634 | +129.7% | 0.38% | +98.4% |
| Q4 2021 | $2,449 | +37.8% | 49,028 | +38.3% | 0.19% | +9.2% |
| Q3 2021 | $1,777 | +13.7% | 35,447 | +13.8% | 0.17% | -6.5% |
| Q2 2021 | $1,563 | +25.4% | 31,157 | +25.5% | 0.19% | -4.1% |
| Q1 2021 | $1,246 | +3.0% | 24,818 | +2.9% | 0.19% | -19.5% |
| Q4 2020 | $1,210 | +1.9% | 24,119 | +1.8% | 0.24% | -15.1% |
| Q3 2020 | $1,187 | -99.9% | 23,690 | -3.5% | 0.28% | -9.0% |
| Q2 2020 | $1,228,000 | +3.4% | 24,555 | +0.2% | 0.31% | +1.6% |
| Q1 2020 | $1,188,000 | +3.7% | 24,517 | +7.5% | 0.31% | +9.3% |
| Q4 2019 | $1,146,000 | +49.0% | 22,807 | +49.4% | 0.28% | +43.4% |
| Q3 2019 | $769,000 | +68.3% | 15,267 | +68.4% | 0.20% | +41.0% |
| Q2 2019 | $457,000 | +19.0% | 9,066 | +18.6% | 0.14% | -1.4% |
| Q1 2019 | $384,000 | +43.3% | 7,645 | +42.4% | 0.14% | -9.6% |
| Q4 2018 | $268,000 | – | 5,370 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |