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 | $450,114 | -9.7% | 9,022 | -10.1% | 0.01% | 0.0% |
| Q2 2023 | $498,741 | -5.2% | 10,031 | -5.4% | 0.01% | -16.7% |
| Q1 2023 | $526,053 | -5.1% | 10,606 | -5.7% | 0.01% | -68.4% |
| Q4 2022 | $554,231 | -3.3% | 11,249 | -3.3% | 0.02% | -17.4% |
| Q3 2022 | $573,000 | -0.7% | 11,630 | -0.7% | 0.02% | 0.0% |
| Q2 2022 | $577,000 | -7.2% | 11,716 | -6.7% | 0.02% | +4.5% |
| Q1 2022 | $622,000 | -18.3% | 12,553 | -17.6% | 0.02% | -12.0% |
| Q4 2021 | $761,000 | -5.8% | 15,228 | -5.6% | 0.02% | -16.7% |
| Q3 2021 | $808,000 | -3.6% | 16,123 | -3.4% | 0.03% | -9.1% |
| Q2 2021 | $838,000 | -16.7% | 16,696 | -16.7% | 0.03% | -25.0% |
| Q1 2021 | $1,006,000 | -11.4% | 20,052 | -11.5% | 0.04% | -17.0% |
| Q4 2020 | $1,136,000 | -44.3% | 22,647 | -44.3% | 0.05% | -50.0% |
| Q3 2020 | $2,038,000 | +110.3% | 40,669 | +110.0% | 0.11% | +103.8% |
| Q2 2020 | $969,000 | -90.6% | 19,368 | -90.9% | 0.05% | -92.6% |
| Q1 2020 | $10,293,000 | – | 212,277 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |