ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,146 | +0.3% | 945 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $46,985 | -2.3% | 945 | -2.6% | 0.01% | 0.0% |
| Q1 2023 | $48,112 | +0.7% | 970 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $47,782 | +0.2% | 970 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $47,666 | -0.2% | 970 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $47,782 | -0.6% | 970 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $48,083 | -7.9% | 970 | -7.2% | 0.02% | -11.8% |
| Q4 2021 | $52,198 | -0.2% | 1,045 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $52,313 | -0.2% | 1,045 | 0.0% | 0.02% | -20.8% |
| Q2 2021 | $52,422 | -0.1% | 1,045 | 0.0% | 0.02% | -14.3% |
| Q1 2021 | $52,449 | -5.0% | 1,045 | -5.0% | 0.03% | -15.2% |
| Q4 2020 | $55,187 | – | 1,100 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,297,192 | $64,496,387 | 15.82% |
| Bramshill Investments, LLC | 2,078,191 | $103,327,676 | 9.40% |
| Richard P Slaughter Associates Inc | 648,814 | $32,259,032 | 9.23% |
| Clearwater Capital Advisors, LLC | 1,274,193 | $63,352,869 | 7.55% |
| San Luis Wealth Advisors LLC | 383,518 | $19,069 | 6.73% |
| Rosenberg Matthew Hamilton | 347,861 | $17,295,653 | 5.85% |
| EP Wealth Advisors, LLC | 5,695 | $348,472,518 | 5.02% |
| Columbia Trust Co 01012016 | 174,643 | $8,683,250 | 4.88% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,627,692 | 4.10% |
| CNA FINANCIAL CORP | 100,000 | $4,972,000 | 2.99% |