ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,118 | -34.5% | 4,427 | -34.6% | 0.03% | -39.5% |
| Q3 2022 | $333,000 | -29.6% | 6,764 | -29.5% | 0.04% | -29.5% |
| Q2 2022 | $473,000 | -33.2% | 9,598 | -32.8% | 0.06% | -12.9% |
| Q1 2022 | $708,000 | -7.2% | 14,283 | -6.5% | 0.07% | -12.5% |
| Q4 2021 | $763,000 | +10.6% | 15,283 | +11.1% | 0.08% | -5.9% |
| Q3 2021 | $690,000 | -15.2% | 13,758 | -15.2% | 0.08% | -21.3% |
| Q2 2021 | $814,000 | -12.9% | 16,233 | -12.9% | 0.11% | -24.5% |
| Q1 2021 | $935,000 | +5.8% | 18,633 | +5.8% | 0.14% | -7.1% |
| Q4 2020 | $884,000 | -6.6% | 17,612 | -6.7% | 0.15% | -15.8% |
| Q3 2020 | $946,000 | -10.8% | 18,872 | -11.1% | 0.18% | -24.4% |
| Q2 2020 | $1,061,000 | +7.9% | 21,217 | +4.6% | 0.24% | -11.7% |
| Q1 2020 | $983,000 | – | 20,284 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |