ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,488 | +0.3% | 4,199 | 0.0% | 0.03% | +14.8% |
| Q2 2023 | $208,774 | +0.2% | 4,199 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $208,270 | +0.7% | 4,199 | 0.0% | 0.03% | -6.9% |
| Q4 2022 | $206,885 | -0.1% | 4,199 | 0.0% | 0.03% | -12.1% |
| Q3 2022 | $207,000 | 0.0% | 4,199 | 0.0% | 0.03% | +3.1% |
| Q2 2022 | $207,000 | -11.5% | 4,199 | -11.2% | 0.03% | +3.2% |
| Q1 2022 | $234,000 | -0.8% | 4,729 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $236,000 | -0.4% | 4,729 | 0.0% | 0.03% | -3.1% |
| Q3 2021 | $237,000 | 0.0% | 4,729 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $237,000 | -11.2% | 4,729 | -11.2% | 0.03% | -17.5% |
| Q1 2021 | $267,000 | +6.4% | 5,324 | +6.6% | 0.04% | -7.0% |
| Q4 2020 | $251,000 | – | 4,995 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |