Physician Wealth Advisors, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2022$205,000
-10.5%
4,137
-9.9%
0.05%
-10.0%
Q4 2021$229,000
+3.6%
4,593
+4.0%
0.06%
-1.6%
Q3 2021$221,000
-3.1%
4,418
-3.1%
0.06%
-6.2%
Q2 2021$228,000
+8.6%
4,557
+9.0%
0.06%
-4.4%
Q1 2021$210,000
-25.3%
4,180
-25.3%
0.07%
-29.2%
Q4 2020$281,000
-56.1%
5,599
-56.2%
0.10%
-62.6%
Q3 2020$640,000
-59.6%
12,779
-59.6%
0.26%
-59.7%
Q2 2020$1,584,000
-56.6%
31,640
-57.4%
0.64%
-65.0%
Q1 2020$3,648,000
+35.3%
74,245
+38.5%
1.82%
+51.9%
Q4 2019$2,696,000
+17.2%
53,605
+17.3%
1.20%
+6.9%
Q3 2019$2,300,00045,6961.12%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders