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 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
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 Q4 2021
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders