ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 364 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,300,000 | – | 45,696 | – | 1.12% | – |
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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% |