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 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2021
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders