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 | $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 ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |