ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,317 | +6.0% | 11,151 | +5.7% | 0.55% | +8.8% |
| Q2 2023 | $524,707 | +0.4% | 10,553 | +0.2% | 0.51% | -9.3% |
| Q1 2023 | $522,596 | +0.7% | 10,536 | +0.0% | 0.56% | -7.0% |
| Q4 2022 | $518,936 | -1.0% | 10,532 | -1.1% | 0.60% | -10.1% |
| Q3 2022 | $524,000 | -13.8% | 10,646 | -13.7% | 0.67% | -12.3% |
| Q2 2022 | $608,000 | -22.3% | 12,342 | -21.7% | 0.76% | +11.8% |
| Q1 2022 | $782,000 | -5.9% | 15,771 | -5.3% | 0.68% | -2.1% |
| Q4 2021 | $831,000 | -3.5% | 16,645 | -3.1% | 0.70% | -6.6% |
| Q3 2021 | $861,000 | -1.6% | 17,172 | -1.5% | 0.75% | -2.1% |
| Q2 2021 | $875,000 | -0.6% | 17,436 | -0.5% | 0.76% | -6.7% |
| Q1 2021 | $880,000 | -2.3% | 17,525 | -2.4% | 0.82% | -5.5% |
| Q4 2020 | $901,000 | – | 17,959 | – | 0.87% | – |
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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% |