ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,034,195 | -30.5% | 120,950 | -30.7% | 3.50% | -28.2% |
| Q2 2023 | $8,683,250 | -39.1% | 174,643 | -39.3% | 4.88% | -40.8% |
| Q1 2023 | $14,267,887 | +2.2% | 287,659 | +1.5% | 8.24% | +5.8% |
| Q4 2022 | $13,960,704 | -43.6% | 283,351 | -43.6% | 7.78% | -44.3% |
| Q3 2022 | $24,753,000 | -0.2% | 502,489 | -0.2% | 13.98% | +4.9% |
| Q2 2022 | $24,805,000 | -2.2% | 503,540 | -1.6% | 13.33% | +12.3% |
| Q1 2022 | $25,351,000 | +2.9% | 511,929 | +4.1% | 11.87% | -8.9% |
| Q4 2021 | $24,646,000 | 0.0% | 491,545 | 0.0% | 13.03% | +0.1% |
| Q3 2021 | $24,646,000 | +85.7% | 491,545 | +85.8% | 13.01% | +72.1% |
| Q2 2021 | $13,272,000 | +0.2% | 264,569 | +0.2% | 7.56% | -7.9% |
| Q1 2021 | $13,247,000 | +3.0% | 263,965 | +3.0% | 8.22% | -7.8% |
| Q4 2020 | $12,855,000 | +27.1% | 256,271 | +26.7% | 8.91% | -0.9% |
| Q2 2020 | $10,111,000 | +20.2% | 202,210 | +16.6% | 8.99% | -2.2% |
| Q1 2020 | $8,409,000 | +24.2% | 173,445 | +28.7% | 9.20% | +52.5% |
| Q4 2019 | $6,771,000 | – | 134,763 | – | 6.03% | – |
Download | ||||||
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% |