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 344 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2022
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