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 | $262,762 | +0.6% | 5,370 | +0.2% | 0.04% | -5.3% |
| Q1 2023 | $261,115 | -7.1% | 5,358 | -6.1% | 0.04% | +31.0% |
| Q4 2022 | $281,054 | +18.1% | 5,704 | +18.2% | 0.03% | -43.1% |
| Q3 2022 | $238,000 | 0.0% | 4,826 | +0.0% | 0.05% | +142.9% |
| Q2 2022 | $238,000 | -0.4% | 4,824 | +0.0% | 0.02% | -51.2% |
| Q1 2022 | $239,000 | -0.8% | 4,823 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $241,000 | -13.3% | 4,823 | -12.9% | 0.04% | -14.3% |
| Q3 2021 | $278,000 | -3.8% | 5,540 | -8.3% | 0.05% | -7.5% |
| Q2 2021 | $289,000 | -58.5% | 6,040 | -61.6% | 0.05% | -17.2% |
| Q1 2021 | $696,000 | +119.6% | 15,730 | +120.2% | 0.06% | +10.3% |
| Q4 2020 | $317,000 | +1.3% | 7,145 | +15.9% | 0.06% | -25.6% |
| Q3 2020 | $313,000 | -45.8% | 6,167 | -46.1% | 0.08% | -43.5% |
| Q2 2020 | $577,000 | -19.1% | 11,446 | -20.8% | 0.14% | -36.7% |
| Q1 2020 | $713,000 | – | 14,446 | – | 0.22% | – |
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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% |