Independent Wealth Network Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 344 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Independent Wealth Network Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$265,031
-3.4%
5,343
-4.0%
0.17%
-9.6%
Q4 2022$274,305
-3.4%
5,567
-3.4%
0.19%
-15.3%
Q3 2022$284,000
+23.5%
5,761
+23.7%
0.22%
+33.7%
Q2 2022$230,000
+14.4%
4,659
+15.6%
0.17%
+33.9%
Q4 2021$201,0004,0320.12%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders