ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $740,000 | 0.0% | 14,819 | 0.0% | 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 | $1,856,000 | – | 36,989 | – | 1.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |