ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,045,540 | -0.7% | 41,001 | -1.0% | 2.03% | +8.2% |
| Q2 2023 | $2,059,750 | +1.8% | 41,427 | +1.6% | 1.88% | -7.2% |
| Q1 2023 | $2,022,440 | +0.6% | 40,775 | -0.1% | 2.02% | -33.9% |
| Q4 2022 | $2,011,152 | -0.7% | 40,819 | -0.8% | 3.06% | +41.0% |
| Q3 2022 | $2,026,000 | -32.2% | 41,129 | -32.1% | 2.17% | -32.6% |
| Q2 2022 | $2,986,000 | -2.5% | 60,616 | -1.9% | 3.22% | +13.7% |
| Q1 2022 | $3,062,000 | -25.3% | 61,763 | -24.7% | 2.84% | -21.3% |
| Q4 2021 | $4,099,000 | – | 82,064 | – | 3.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |