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 | $1,727,354 | -90.0% | 34,623 | -90.0% | 0.58% | -90.2% |
| Q2 2023 | $17,295,653 | +6.0% | 347,861 | +5.7% | 5.85% | +11.1% |
| Q1 2023 | $16,316,296 | +7.6% | 328,958 | +6.9% | 5.26% | +2.5% |
| Q4 2022 | $15,161,653 | +1.0% | 307,726 | +0.9% | 5.14% | -11.5% |
| Q3 2022 | $15,017,000 | +5.6% | 304,861 | +5.6% | 5.81% | +8.3% |
| Q2 2022 | $14,218,000 | +27.0% | 288,802 | +27.8% | 5.36% | +36.9% |
| Q1 2022 | $11,199,000 | -4.5% | 225,928 | -3.8% | 3.92% | -6.2% |
| Q4 2021 | $11,728,000 | -10.1% | 234,786 | -9.8% | 4.17% | -19.0% |
| Q3 2021 | $13,047,000 | +50.9% | 260,204 | +50.9% | 5.15% | +14.5% |
| Q2 2021 | $8,647,000 | +19.4% | 172,414 | +19.4% | 4.50% | +8.9% |
| Q1 2021 | $7,245,000 | +16.2% | 144,346 | +16.2% | 4.13% | +6.2% |
| Q4 2020 | $6,234,000 | +55.9% | 124,258 | +55.7% | 3.89% | +32.4% |
| Q3 2020 | $3,998,000 | +28.8% | 79,786 | +28.6% | 2.94% | +18.9% |
| Q2 2020 | $3,103,000 | +72.9% | 62,040 | +10240.0% | 2.47% | +38.4% |
| Q1 2020 | $1,795,000 | – | 600 | – | 1.78% | – |
Download | ||||||
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% |