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 | $628,782 | +0.8% | 12,603 | +0.5% | 0.41% | +0.7% |
| Q2 2023 | $623,656 | -6.4% | 12,543 | -6.6% | 0.40% | -13.5% |
| Q1 2023 | $665,976 | -2.2% | 13,427 | -2.9% | 0.47% | -17.5% |
| Q4 2022 | $681,090 | -8.2% | 13,824 | -8.3% | 0.57% | -24.8% |
| Q3 2022 | $742,000 | -30.1% | 15,073 | -30.0% | 0.75% | -24.5% |
| Q2 2022 | $1,061,000 | -28.2% | 21,542 | -27.8% | 1.00% | -11.8% |
| Q1 2022 | $1,478,000 | -10.4% | 29,826 | -9.7% | 1.13% | -8.9% |
| Q4 2021 | $1,650,000 | – | 33,027 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |