Kestra Advisory Services, LLC - ISHARES U S ETF TR ownership

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
Kestra Advisory Services, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$5,921,095
+287.1%
118,683
+285.8%
0.06%
+286.7%
Q2 2023$1,529,437
-7.1%
30,761
-7.4%
0.02%
-16.7%
Q1 2023$1,646,852
-67.3%
33,203
-67.5%
0.02%
-60.0%
Q4 2022$5,036,774
-99.7%
102,228
+44.3%
0.04%
+136.8%
Q3 2022$1,746,745,000
+67999.2%
70,858
+36.1%
0.02%
-26.9%
Q2 2022$2,565,000
+2.7%
52,080
+3.4%
0.03%0.0%
Q1 2022$2,497,000
+2.7%
50,367
+3.5%
0.03%
+4.0%
Q4 2021$2,432,000
+75.0%
48,682
+75.6%
0.02%
+78.6%
Q3 2021$1,390,000
-11.3%
27,722
-11.2%
0.01%
-22.2%
Q2 2021$1,567,000
-23.9%
31,230
-23.9%
0.02%
-30.8%
Q1 2021$2,059,000
-29.0%
41,023
-29.1%
0.03%
-23.5%
Q4 2020$2,900,000
-99.9%
57,822
+17.0%
0.03%
-26.1%
Q3 2020$2,476,000,00049,4120.05%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders