ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,933 | -10.4% | 8,337 | -10.7% | 0.04% | -7.3% |
| Q2 2023 | $464,236 | -33.4% | 9,337 | -33.5% | 0.04% | -36.9% |
| Q1 2023 | $696,781 | +6.3% | 14,048 | +5.6% | 0.06% | 0.0% |
| Q4 2022 | $655,291 | +0.0% | 13,300 | 0.0% | 0.06% | -5.8% |
| Q3 2022 | $655,000 | +71.9% | 13,300 | +71.8% | 0.07% | +76.9% |
| Q2 2022 | $381,000 | -70.9% | 7,740 | -70.4% | 0.04% | -80.5% |
| Q3 2020 | $1,311,000 | +18.0% | 26,153 | +17.7% | 0.20% | +13.0% |
| Q2 2020 | $1,111,000 | -35.1% | 22,214 | -37.0% | 0.18% | -57.8% |
| Q1 2020 | $1,711,000 | +27.7% | 35,282 | +32.3% | 0.42% | +83.8% |
| Q4 2019 | $1,340,000 | -19.6% | 26,667 | -19.4% | 0.23% | -3.4% |
| Q3 2019 | $1,666,000 | +0.4% | 33,089 | +0.4% | 0.24% | -17.5% |
| Q2 2019 | $1,659,000 | -3.5% | 32,969 | -3.7% | 0.29% | -7.7% |
| Q1 2019 | $1,719,000 | -11.6% | 34,220 | -12.3% | 0.31% | -17.3% |
| Q4 2018 | $1,945,000 | – | 39,019 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |