LIBERTY WEALTH MANAGEMENT LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2021$108,0000.0%2,152
+0.2%
0.04%
-7.1%
Q2 2021$108,000
-9.2%
2,148
-9.7%
0.04%
-27.6%
Q1 2021$119,0000.0%2,3790.0%0.06%0.0%
Q4 2020$119,000
-90.0%
2,379
-90.0%
0.06%
-91.7%
Q3 2020$1,191,000
+15.9%
23,777
+15.7%
0.70%
-2.9%
Q2 2020$1,028,000
-35.9%
20,559
-37.0%
0.72%
-48.4%
Q1 2020$1,603,000
+27.6%
32,641
+30.6%
1.40%
+41.4%
Q4 2019$1,256,000
-15.9%
24,995
-15.8%
0.99%
-30.0%
Q3 2019$1,494,000
+13.8%
29,687
+13.8%
1.41%
+22.8%
Q2 2019$1,313,000
-11.3%
26,080
-11.6%
1.15%
+3.2%
Q1 2019$1,481,000
+5.3%
29,490
+4.5%
1.12%
+6.4%
Q4 2018$1,406,00028,2181.05%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Enstar Group LTD 915,711$45,740,00015.81%
Columbia Trust Co 01012016 491,545$24,646,00013.03%
B, B, H, & B INC. 176,170$8,800,0007.34%
Bramshill Investments, LLC 1,307,869$65,328,0006.40%
Navis Wealth Advisors, LLC 133,161$6,651,0005.60%
TRUSTCORE FINANCIAL SERVICES, LLC 956,434$47,774,0005.40%
MEMBERS CAPITAL ADVISORS INC 199,860$9,983,0005.12%
Clearwater Capital Advisors, LLC 895,327$44,722,0004.93%
Rosenberg Matthew Hamilton 234,786$11,728,0004.17%
UBP Investment Advisors SA 223,456$11,160,0004.06%
View complete list of ISHARES U S ETF TR shareholders