ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,782,642 | +62.4% | 75,820 | +61.8% | 0.93% | +45.4% |
| Q2 2023 | $2,329,630 | +103.7% | 46,855 | +103.2% | 0.64% | +68.1% |
| Q1 2023 | $1,143,627 | +450.7% | 23,057 | +447.0% | 0.38% | +379.7% |
| Q4 2022 | $207,673 | -0.2% | 4,215 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $208,000 | -6.3% | 4,215 | -6.6% | 0.08% | -1.3% |
| Q2 2022 | $222,000 | -0.9% | 4,515 | 0.0% | 0.08% | +18.2% |
| Q1 2022 | $224,000 | -0.9% | 4,515 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $226,000 | -30.9% | 4,515 | -30.7% | 0.06% | -45.4% |
| Q2 2021 | $327,000 | +16.0% | 6,515 | +16.0% | 0.12% | -1.7% |
| Q1 2021 | $282,000 | -5.4% | 5,615 | -5.6% | 0.12% | -11.0% |
| Q4 2020 | $298,000 | – | 5,945 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |