ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 348 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $647,857 | +0.1% | 12,872 | +0.3% | 0.54% | -0.9% |
| Q1 2024 | $647,501 | -7.1% | 12,832 | -7.0% | 0.54% | -11.7% |
| Q4 2023 | $696,935 | +1.7% | 13,795 | +0.5% | 0.62% | -7.9% |
| Q3 2023 | $685,123 | +1.3% | 13,733 | +1.0% | 0.67% | +8.1% |
| Q2 2023 | $676,008 | +62.5% | 13,596 | +62.1% | 0.62% | +50.5% |
| Q1 2023 | $415,896 | +0.7% | 8,385 | 0.0% | 0.41% | -4.8% |
| Q4 2022 | $413,129 | +0.0% | 8,385 | 0.0% | 0.43% | -6.5% |
| Q3 2022 | $413,000 | +43.4% | 8,385 | +43.3% | 0.46% | +45.6% |
| Q2 2022 | $288,000 | -0.7% | 5,850 | 0.0% | 0.32% | +18.2% |
| Q1 2022 | $290,000 | -0.7% | 5,850 | 0.0% | 0.27% | +3.1% |
| Q4 2021 | $292,000 | – | 5,850 | – | 0.26% | – |
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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% |