Live Oak Private Wealth LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Live Oak Private Wealth LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$952,101
+13.2%
19,084
+12.8%
0.20%
+21.6%
Q2 2023$840,914
+16.1%
16,913
+15.8%
0.17%
+11.3%
Q1 2023$724,309
-67.5%
14,603
-67.7%
0.15%
-67.4%
Q4 2022$2,226,068
-23.9%
45,181
-23.9%
0.46%
-29.9%
Q3 2022$2,925,000
-19.3%
59,375
-19.3%
0.66%
-14.0%
Q2 2022$3,623,000
+9.4%
73,554
+10.1%
0.76%
+19.0%
Q1 2022$3,312,000
-39.7%
66,808
-39.2%
0.64%
-37.6%
Q4 2021$5,489,000
+5.7%
109,893
+6.1%
1.03%
-2.7%
Q3 2021$5,194,000
+202.5%
103,585
+202.7%
1.06%
+178.4%
Q2 2021$1,717,000
+54.1%
34,224
+54.2%
0.38%
+38.8%
Q1 2021$1,114,00022,1920.27%
Other shareholders
ISHARES U S ETF TR shareholders Q3 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