San Luis Wealth Advisors LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
San Luis Wealth Advisors LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$22,091
+15.8%
442,795
+15.5%
10.63%
+58.1%
Q2 2023$19,069
-11.4%
383,518
-11.6%
6.73%
-18.5%
Q1 2023$21,518
+59.0%
433,833
+57.9%
8.25%
-34.6%
Q4 2022$13,537
-99.7%
274,749
+210.6%
12.62%
+176.7%
Q3 2022$4,357,000
-21.2%
88,453
-21.2%
4.56%
-28.1%
Q2 2022$5,527,000
+646.9%
112,201
+657.1%
6.35%
+1653.6%
Q1 2022$740,0000.0%14,8190.0%0.36%
-52.0%
Q4 2021$740,000
-3.0%
14,819
-2.6%
0.75%
+77.4%
Q3 2021$763,000
-58.9%
15,221
-58.8%
0.42%
-64.5%
Q4 2020$1,856,00036,9891.20%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders