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 | $462,480 | -78.4% | 9,270 | -78.5% | 0.02% | -90.1% |
| Q1 2023 | $2,140,075 | -50.2% | 43,147 | -50.5% | 0.16% | -54.2% |
| Q4 2022 | $4,294,009 | -37.3% | 87,153 | -37.3% | 0.35% | -45.4% |
| Q3 2022 | $6,847,000 | -14.2% | 138,989 | -14.2% | 0.65% | -11.7% |
| Q2 2022 | $7,978,000 | -10.9% | 161,946 | -10.4% | 0.73% | +4.9% |
| Q1 2022 | $8,959,000 | -2.3% | 180,725 | -1.5% | 0.70% | +4.6% |
| Q4 2021 | $9,167,000 | – | 183,518 | – | 0.67% | – |
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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% |