TriaGen 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 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$200,529
-8.9%
4,070
-8.9%
0.11%
-8.3%
Q3 2022$220,0000.0%4,4700.0%0.12%
-22.4%
Q2 2022$220,000
-23.1%
4,470
-22.5%
0.16%
+5.4%
Q1 2022$286,000
-58.2%
5,770
-57.7%
0.15%
-62.3%
Q1 2021$684,0000.0%13,6270.0%0.39%
-2.0%
Q4 2020$684,00013,6270.40%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders