ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |