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 6 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

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 2023
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders