ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 390 filers reported holding ISHARES U S ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |