Cassady Schiller Wealth Management, LLC - ISHARES U S ETF TR ownership

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
Cassady Schiller Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$4,203,114
+23.6%
84,248
+23.2%
2.33%
+26.2%
Q2 2023$3,399,339
+4.9%
68,370
+4.7%
1.85%
+21.1%
Q1 2023$3,240,126
+91.8%
65,325
+90.5%
1.52%
+46.8%
Q4 2022$1,689,251
+59.8%
34,286
+59.8%
1.04%
+70.2%
Q3 2022$1,057,00021,4570.61%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Enstar Group LTD 915,711$45,740,00015.81%
Columbia Trust Co 01012016 491,545$24,646,00013.03%
B, B, H, & B INC. 176,170$8,800,0007.34%
Bramshill Investments, LLC 1,307,869$65,328,0006.40%
Navis Wealth Advisors, LLC 133,161$6,651,0005.60%
TRUSTCORE FINANCIAL SERVICES, LLC 956,434$47,774,0005.40%
MEMBERS CAPITAL ADVISORS INC 199,860$9,983,0005.12%
Clearwater Capital Advisors, LLC 895,327$44,722,0004.93%
Rosenberg Matthew Hamilton 234,786$11,728,0004.17%
UBP Investment Advisors SA 223,456$11,160,0004.06%
View complete list of ISHARES U S ETF TR shareholders