ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,828 | +0.2% | 4,542 | 0.0% | 0.07% | +6.5% |
| Q1 2023 | $225,283 | -4.4% | 4,542 | -5.0% | 0.06% | -8.8% |
| Q4 2022 | $235,559 | -30.1% | 4,781 | -30.1% | 0.07% | -38.7% |
| Q3 2022 | $337,000 | 0.0% | 6,842 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $337,000 | -2.0% | 6,842 | -1.7% | 0.11% | +5.9% |
| Q1 2022 | $344,000 | -1.4% | 6,958 | -0.5% | 0.10% | -6.4% |
| Q4 2021 | $349,000 | +4.2% | 6,995 | +4.7% | 0.11% | -1.8% |
| Q3 2021 | $335,000 | 0.0% | 6,683 | 0.0% | 0.11% | -4.3% |
| Q2 2021 | $335,000 | 0.0% | 6,683 | 0.0% | 0.12% | -12.8% |
| Q1 2021 | $335,000 | +0.3% | 6,683 | +0.3% | 0.13% | -9.5% |
| Q4 2020 | $334,000 | – | 6,664 | – | 0.15% | – |
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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% |