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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,191,075 | +0.3% | 64,116 | +0.0% | 2.30% | -0.4% |
Q2 2023 | $3,182,814 | -6.5% | 64,105 | -6.8% | 2.31% | -4.7% |
Q1 2023 | $3,404,588 | -16.8% | 68,759 | -17.0% | 2.42% | -10.0% |
Q4 2022 | $4,091,624 | +0.8% | 82,860 | +0.2% | 2.69% | -4.2% |
Q3 2022 | $4,059,000 | -1.5% | 82,676 | -1.3% | 2.81% | +4.3% |
Q2 2022 | $4,121,000 | +6.3% | 83,773 | +7.1% | 2.70% | +7.7% |
Q1 2022 | $3,877,000 | +7.9% | 78,227 | +8.7% | 2.50% | +15.8% |
Q4 2021 | $3,592,000 | +20.1% | 71,947 | +20.5% | 2.16% | +20.2% |
Q3 2021 | $2,992,000 | -2.3% | 59,707 | -2.3% | 1.80% | -3.4% |
Q2 2021 | $3,064,000 | +367.1% | 61,103 | +367.0% | 1.86% | +345.5% |
Q1 2021 | $656,000 | -13.3% | 13,085 | -13.3% | 0.42% | -28.3% |
Q4 2020 | $757,000 | +7.2% | 15,085 | +7.0% | 0.58% | -12.6% |
Q3 2020 | $706,000 | -2.4% | 14,101 | -2.4% | 0.67% | -17.3% |
Q2 2020 | $723,000 | -4.7% | 14,451 | -7.7% | 0.81% | -20.6% |
Q1 2020 | $759,000 | +100.8% | 15,651 | +108.7% | 1.02% | +136.0% |
Q4 2019 | $378,000 | – | 7,500 | – | 0.43% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |