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 2021 | $9,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | -99.3% | 173 | -99.3% | 0.00% | -99.3% |
| Q3 2020 | $1,233,000 | +19.8% | 24,600 | +19.6% | 0.61% | +11.8% |
| Q2 2020 | $1,029,000 | -55.0% | 20,572 | -56.4% | 0.55% | -60.4% |
| Q1 2020 | $2,285,000 | +5.9% | 47,130 | +9.7% | 1.39% | +19.1% |
| Q4 2019 | $2,158,000 | -26.2% | 42,952 | -26.0% | 1.16% | -33.3% |
| Q3 2019 | $2,924,000 | -1.7% | 58,078 | -1.7% | 1.75% | -5.3% |
| Q2 2019 | $2,974,000 | +23.5% | 59,086 | +23.2% | 1.84% | +12.3% |
| Q1 2019 | $2,409,000 | +82.1% | 47,944 | +80.6% | 1.64% | +55.9% |
| Q4 2018 | $1,323,000 | – | 26,548 | – | 1.05% | – |
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% |