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 351 filers reported holding ISHARES U S ETF TR in Q1 2022. 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 Q1 2022
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