FORTE ASSET MANAGEMENT LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 320 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
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$2,860,443
-6.2%
57,335
-6.5%
1.92%
-2.8%
Q2 2023$3,049,576
-4.1%
61,335
-4.4%
1.98%
-5.9%
Q1 2023$3,181,096
+53.2%
64,135
+52.2%
2.10%
+55.4%
Q4 2022$2,075,991
-9.8%
42,135
-9.8%
1.35%
-11.3%
Q3 2022$2,301,000
+16.1%
46,710
+16.1%
1.53%
+11.3%
Q2 2022$1,982,00040,2351.37%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders