Lebenthal Global 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 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lebenthal Global Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$389,342
-6.9%
7,804
-7.2%
0.12%
-3.3%
Q2 2023$418,046
-4.1%
8,408
-3.4%
0.12%
-55.8%
Q3 2021$436,000
-13.8%
8,700
-13.9%
0.27%
+0.7%
Q2 2021$506,0000.0%10,1000.0%0.27%
-12.5%
Q1 2021$506,0000.0%10,1000.0%0.31%
-13.1%
Q4 2020$506,00010,1000.36%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2021
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