U.S. Capital Wealth Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
U.S. Capital Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$344,840
+0.3%
6,9120.0%0.02%0.0%
Q2 2023$343,665
+0.2%
6,9120.0%0.02%0.0%
Q1 2023$342,835
+0.7%
6,9120.0%0.02%0.0%
Q4 2022$340,554
+0.2%
6,9120.0%0.02%
-5.9%
Q3 2022$340,000
-7.1%
6,912
-6.8%
0.02%
+6.2%
Q2 2022$366,000
-0.5%
7,4200.0%0.02%
+23.1%
Q1 2022$368,000
-4.4%
7,420
-3.8%
0.01%
-13.3%
Q4 2021$385,000
-0.5%
7,7130.0%0.02%
-11.8%
Q3 2021$387,0007,7130.02%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders