ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 320 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,345 | +0.3% | 4,136 | 0.0% | 0.15% | +7.1% |
| Q2 2023 | $205,642 | -0.1% | 4,136 | -0.4% | 0.14% | -9.0% |
| Q1 2023 | $205,939 | -4.2% | 4,152 | -4.8% | 0.16% | -9.9% |
| Q4 2022 | $214,965 | -22.1% | 4,363 | -22.3% | 0.17% | -27.1% |
| Q3 2022 | $276,000 | -7.4% | 5,613 | -7.2% | 0.24% | +4.9% |
| Q2 2022 | $298,000 | -0.7% | 6,049 | -0.2% | 0.22% | +7.7% |
| Q1 2022 | $300,000 | +13.2% | 6,064 | +14.5% | 0.21% | -60.9% |
| Q4 2021 | $265,000 | +1.9% | 5,297 | +1.8% | 0.54% | +242.9% |
| Q3 2021 | $260,000 | -9.1% | 5,202 | -8.8% | 0.16% | -11.4% |
| Q2 2021 | $286,000 | +2.1% | 5,705 | +2.4% | 0.18% | -4.9% |
| Q1 2021 | $280,000 | +0.4% | 5,570 | 0.0% | 0.18% | +8.2% |
| Q4 2020 | $279,000 | – | 5,570 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |