Spire Wealth Management - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$787,703
-3.9%
15,789
-4.2%
0.03%0.0%
Q2 2023$819,535
-2.4%
16,483
-2.6%
0.03%
-9.1%
Q1 2023$839,739
+125047.4%
16,930
+24.2%
0.03%
-13.2%
Q4 2022$671
-99.9%
13,628
-20.6%
0.04%
-25.5%
Q3 2022$846,000
-12.6%
17,170
-12.6%
0.05%
+27.5%
Q2 2022$968,000
-38.3%
19,647
-37.9%
0.04%
-4.8%
Q1 2022$1,568,000
+0.1%
31,634
+0.9%
0.04%
+20.0%
Q4 2021$1,567,000
+0.9%
31,366
+1.4%
0.04%
-14.6%
Q3 2021$1,553,000
-4.0%
30,929
-4.1%
0.04%
-6.8%
Q2 2021$1,618,000
-9.6%
32,249
-9.6%
0.04%
-8.3%
Q1 2021$1,790,00035,6650.05%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders