Navis Wealth 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 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2022$634,000
-90.4%
12,874
-90.4%
0.68%
-88.5%
Q1 2022$6,637,000
-0.2%
133,890
+0.5%
5.88%
+5.2%
Q4 2021$6,651,000
-4.3%
133,161
-3.9%
5.60%
+15.3%
Q3 2021$6,949,000
-6.0%
138,599
-5.9%
4.85%
-21.8%
Q2 2021$7,390,000
+26.9%
147,315
+27.0%
6.21%
+37.6%
Q1 2021$5,823,000
+0.1%
116,020
+0.0%
4.51%
-14.2%
Q4 2020$5,820,000116,0035.26%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
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