ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |