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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $274,000 | -57.3% | 5,460 | -57.5% | 0.40% | -48.2% |
| Q2 2020 | $642,000 | -0.2% | 12,841 | -3.2% | 0.77% | -17.5% |
| Q1 2020 | $643,000 | -5.3% | 13,266 | -1.8% | 0.93% | +23.3% |
| Q4 2019 | $679,000 | -30.5% | 13,508 | -30.4% | 0.75% | -34.7% |
| Q3 2019 | $977,000 | -8.7% | 19,412 | -8.6% | 1.16% | -10.1% |
| Q2 2019 | $1,070,000 | +29.5% | 21,244 | +29.2% | 1.28% | +83.8% |
| Q1 2019 | $826,000 | – | 16,442 | – | 0.70% | – |
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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% |