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 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 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