ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 351 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,114,000 | – | 22,192 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |