ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223 | +0.5% | 4,473 | 0.0% | 0.04% | +28.6% |
| Q2 2023 | $222 | 0.0% | 4,473 | 0.0% | 0.03% | -30.0% |
| Q1 2023 | $222 | -5.5% | 4,473 | -6.1% | 0.04% | -24.5% |
| Q4 2022 | $235 | -99.9% | 4,764 | -98.0% | 0.05% | -3.6% |
| Q3 2022 | $240,000 | +2.6% | 239,439 | +4932.3% | 0.06% | +52.8% |
| Q2 2022 | $234,000 | +4580.0% | 4,758 | -98.0% | 0.04% | +63.6% |
| Q1 2022 | $5,000 | -97.9% | 236,052 | +4758.0% | 0.02% | -33.3% |
| Q4 2021 | $243,000 | +6.1% | 4,859 | +6.4% | 0.03% | +6.5% |
| Q3 2021 | $229,000 | – | 4,567 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |