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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $378,538 | -0.7% | 7,521 | -0.7% | 0.17% | -14.8% |
| Q1 2024 | $381,045 | -9.1% | 7,571 | -8.7% | 0.20% | -9.4% |
| Q4 2023 | $419,127 | -14.8% | 8,296 | -15.8% | 0.22% | -17.9% |
| Q3 2023 | $491,738 | -6.5% | 9,856 | -6.8% | 0.27% | -9.0% |
| Q2 2023 | $525,668 | -16.7% | 10,573 | -16.9% | 0.30% | -24.6% |
| Q1 2023 | $631,226 | -6.5% | 12,729 | -7.1% | 0.40% | -10.0% |
| Q4 2022 | $675,197 | -22.4% | 13,704 | -22.4% | 0.44% | -25.0% |
| Q3 2022 | $870,000 | -18.0% | 17,654 | -18.1% | 0.59% | -19.9% |
| Q2 2022 | $1,061,000 | -12.2% | 21,544 | -11.7% | 0.74% | +0.8% |
| Q1 2022 | $1,209,000 | -47.0% | 24,396 | -46.6% | 0.73% | -50.9% |
| Q4 2021 | $2,281,000 | -44.6% | 45,662 | -44.4% | 1.49% | -51.1% |
| Q3 2021 | $4,117,000 | -16.2% | 82,104 | -16.2% | 3.04% | -20.5% |
| Q2 2021 | $4,915,000 | -24.5% | 97,985 | -24.5% | 3.82% | -37.2% |
| Q1 2021 | $6,511,000 | -15.1% | 129,718 | -15.1% | 6.09% | -25.4% |
| Q4 2020 | $7,670,000 | – | 152,870 | – | 8.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |