ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $527,843 | -14.4% | 10,638 | -14.6% | 0.11% | -23.1% |
| Q4 2022 | $616,830 | -13.6% | 12,459 | -14.0% | 0.14% | -24.7% |
| Q3 2022 | $714,000 | -21.7% | 14,495 | -21.7% | 0.19% | -2.1% |
| Q2 2022 | $912,000 | -0.5% | 18,505 | 0.0% | 0.19% | +18.3% |
| Q1 2022 | $917,000 | -14.8% | 18,505 | -14.1% | 0.16% | -12.8% |
| Q4 2021 | $1,076,000 | -13.4% | 21,546 | -13.2% | 0.19% | -17.9% |
| Q3 2021 | $1,243,000 | -1.4% | 24,821 | -1.3% | 0.23% | -23.9% |
| Q2 2021 | $1,261,000 | -7.8% | 25,146 | -7.8% | 0.30% | -13.3% |
| Q1 2021 | $1,368,000 | – | 27,272 | – | 0.35% | – |
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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% |