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 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 2023
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders