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 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders