4J Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
4J Wealth Management LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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$901,00017,9590.87%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
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