Foster Victor 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
Foster Victor Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$1,897,000
-9.1%
38,590
-9.0%
0.28%
-10.9%
Q2 2022$2,088,000
-7.1%
42,417
-6.5%
0.31%
+1.0%
Q1 2022$2,247,000
+13.3%
45,366
+14.2%
0.31%
+14.1%
Q4 2021$1,984,000
+3.5%
39,732
+3.9%
0.27%
-12.1%
Q3 2021$1,917,000
+3.8%
38,235
+3.9%
0.31%
-0.3%
Q2 2021$1,846,000
-0.4%
36,801
-0.4%
0.31%
-10.7%
Q1 2021$1,853,000
-1.3%
36,936
-1.3%
0.34%
-19.4%
Q4 2020$1,878,000
+0.6%
37,423
+0.5%
0.43%
-15.4%
Q3 2020$1,866,00037,2400.51%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders