ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 328 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $24,827 | -0.1% | 492 | 0.0% | 0.01% | -30.0% |
| Q4 2023 | $24,856 | +1.3% | 492 | 0.0% | 0.01% | -9.1% |
| Q3 2023 | $24,546 | -4.9% | 492 | -5.2% | 0.01% | +10.0% |
| Q2 2023 | $25,804 | +19.3% | 519 | +19.0% | 0.01% | -9.1% |
| Q1 2023 | $21,626 | -10.8% | 436 | -11.4% | 0.01% | 0.0% |
| Q4 2022 | $24,241 | -30.7% | 492 | -31.6% | 0.01% | -38.9% |
| Q3 2022 | $35,000 | 0.0% | 719 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $35,000 | -50.0% | 719 | -48.9% | 0.02% | -41.9% |
| Q1 2022 | $70,000 | -25.5% | 1,407 | -25.3% | 0.03% | -18.4% |
| Q4 2021 | $94,000 | -23.0% | 1,883 | -22.9% | 0.04% | -33.3% |
| Q3 2021 | $122,000 | -3.9% | 2,441 | -3.6% | 0.06% | -1.7% |
| Q2 2021 | $127,000 | -34.5% | 2,531 | -34.5% | 0.06% | -39.6% |
| Q1 2021 | $194,000 | -16.0% | 3,864 | -16.1% | 0.10% | -26.7% |
| Q4 2020 | $231,000 | +8.5% | 4,603 | +8.6% | 0.13% | +3.1% |
| Q3 2020 | $213,000 | – | 4,239 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |