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 Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $211,336 | -0.3% | 4,199 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $211,882 | -0.1% | 4,199 | 0.0% | 0.04% | +20.7% |
| Q4 2023 | $212,133 | +1.3% | 4,199 | 0.0% | 0.03% | -6.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |