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 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
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 Q3 2023
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