Outlook Wealth Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 356 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
Outlook Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$4,973,362
-1.8%
99,687
-2.1%
1.90%
-0.8%
Q2 2023$5,062,023
-4.9%
101,811
-5.1%
1.91%
-19.1%
Q1 2023$5,322,780
+2184.5%
107,314
+2207.3%
2.37%
+2684.7%
Q4 2020$233,000
-95.1%
4,651
-95.1%
0.08%
-95.5%
Q3 2020$4,724,000
+10.7%
94,273
+10.4%
1.88%
+3.8%
Q2 2020$4,269,000
-44.7%
85,356
-46.4%
1.81%
-58.5%
Q1 2020$7,723,000159,2664.36%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders