ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 324 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $493,544 | -6.5% | 9,806 | -6.2% | 0.51% | +69.1% |
| Q1 2024 | $527,603 | +0.6% | 10,456 | +0.7% | 0.30% | -11.2% |
| Q4 2023 | $524,426 | +2.8% | 10,381 | +1.4% | 0.34% | -7.1% |
| Q3 2023 | $510,093 | +5.1% | 10,241 | +4.9% | 0.36% | +7.4% |
| Q2 2023 | $485,389 | +9.5% | 9,764 | +9.4% | 0.34% | +0.6% |
| Q1 2023 | $443,413 | +0.9% | 8,922 | +0.5% | 0.34% | 0.0% |
| Q4 2022 | $439,594 | +1.3% | 8,874 | +0.8% | 0.34% | -10.8% |
| Q3 2022 | $434,000 | +0.5% | 8,807 | +0.3% | 0.38% | +7.4% |
| Q2 2022 | $432,000 | -14.6% | 8,785 | -14.0% | 0.35% | -11.3% |
| Q1 2022 | $506,000 | -0.4% | 10,214 | +0.1% | 0.40% | +3.9% |
| Q4 2021 | $508,000 | – | 10,204 | – | 0.38% | – |
Download | ||||||
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% |