Values First Advisors, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Values First Advisors, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$4,760,405
+4.9%
95,418
+4.5%
3.08%
+12.2%
Q2 2023$4,538,468
+2.3%
91,281
+2.1%
2.74%
-3.0%
Q1 2023$4,434,321
+20.6%
89,402
+19.8%
2.82%
+10.1%
Q4 2022$3,675,533
-29.8%
74,600
-29.8%
2.56%
-31.8%
Q3 2022$5,235,000
+1.1%
106,270
+1.1%
3.76%
+2.3%
Q2 2022$5,179,000
-7.0%
105,124
-6.4%
3.68%
+4.6%
Q1 2022$5,569,000
-6.8%
112,336
-6.1%
3.52%
-0.7%
Q4 2021$5,978,000
+17.8%
119,667
+18.3%
3.54%
+7.7%
Q3 2021$5,073,000
+141.6%
101,179
+141.8%
3.29%
+130.7%
Q2 2021$2,100,000
+1.4%
41,851
+1.4%
1.42%
-6.8%
Q1 2021$2,071,000
-1.3%
41,268
-1.3%
1.53%
-8.6%
Q4 2020$2,098,000
-5.9%
41,813
-6.0%
1.67%
-18.4%
Q3 2020$2,229,000
-4.5%
44,480
-4.7%
2.05%
-11.4%
Q2 2020$2,335,000
+4.2%
46,682
+1.0%
2.31%
-14.1%
Q1 2020$2,241,017
-17.7%
46,216
-14.7%
2.69%
+2.3%
Q4 2019$2,723,00054,1852.63%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders