ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,361,500 | +5.2% | 27,290 | +4.8% | 1.26% | +11.4% |
| Q2 2023 | $1,294,212 | +7.2% | 26,030 | +7.0% | 1.13% | -12.0% |
| Q1 2023 | $1,206,768 | -38.0% | 24,330 | -38.5% | 1.29% | -27.7% |
| Q4 2022 | $1,947,643 | -1.7% | 39,530 | -1.8% | 1.78% | -3.8% |
| Q3 2022 | $1,982,000 | -0.8% | 40,240 | -0.7% | 1.85% | +5.8% |
| Q2 2022 | $1,997,000 | -1.1% | 40,540 | -0.5% | 1.75% | +19.4% |
| Q1 2022 | $2,019,000 | +14.1% | 40,740 | +15.0% | 1.47% | +23.0% |
| Q4 2021 | $1,770,000 | +6.1% | 35,440 | +6.6% | 1.19% | +0.8% |
| Q3 2021 | $1,668,000 | +10.9% | 33,260 | +10.9% | 1.18% | +11.5% |
| Q2 2021 | $1,504,000 | +8.7% | 29,980 | +8.7% | 1.06% | +0.4% |
| Q1 2021 | $1,384,000 | +36.5% | 27,580 | +36.4% | 1.06% | +29.6% |
| Q4 2020 | $1,014,000 | +118.5% | 20,220 | +118.6% | 0.82% | +95.4% |
| Q3 2020 | $464,000 | – | 9,250 | – | 0.42% | – |
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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% |