ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 334 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,721,946 | -5.9% | 54,109 | -6.5% | 1.38% | -12.9% |
| Q1 2024 | $2,891,790 | -10.5% | 57,871 | -9.6% | 1.58% | -25.2% |
| Q4 2023 | $3,231,371 | +1.3% | 64,013 | -0.2% | 2.12% | -7.9% |
| 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 ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |