ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,411,935 | -17.6% | 107,529 | -17.4% | 2.46% | -17.5% |
| Q1 2024 | $6,567,218 | +2.6% | 130,147 | +2.8% | 2.98% | -6.3% |
| Q4 2023 | $6,398,510 | -3.8% | 126,653 | -5.0% | 3.18% | -19.5% |
| Q3 2023 | $6,650,355 | +0.3% | 133,300 | 0.0% | 3.94% | -3.7% |
| Q2 2023 | $6,627,692 | -3.3% | 133,300 | -3.5% | 4.10% | +2.4% |
| Q1 2023 | $6,852,835 | -6.8% | 138,162 | -7.4% | 4.00% | +1.7% |
| Q4 2022 | $7,349,212 | +7.0% | 149,162 | +6.7% | 3.93% | +5.7% |
| Q3 2022 | $6,868,000 | – | 139,770 | – | 3.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |