ESG Planning DBA Harper Investing - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 355 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ESG Planning DBA Harper Investing ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$491,607
-59.3%
9,978
-59.5%
0.61%
-51.0%
Q3 2022$1,208,000
+6.8%
24,652
+7.4%
1.24%
+7.7%
Q2 2022$1,131,000
+5.8%
22,959
+6.5%
1.15%
+15.9%
Q1 2022$1,069,00021,5610.99%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
TAP Consulting, LLC 2,060,323$101,492,00027.17%
Columbia Trust Co 01012016 502,489$24,753,00013.98%
Bramshill Investments, LLC 1,986,770$97,868,00013.88%
RETIREMENT CAPITAL STRATEGIES 440,696$21,709,0009.93%
Clearwater Capital Advisors, LLC 1,183,483$58,298,0008.05%
TRUSTCORE FINANCIAL SERVICES, LLC 1,398,429$68,887,0006.54%
EP Wealth Advisors, LLC 5,668,677$279,239,0006.33%
Rosenberg Matthew Hamilton 304,861$15,017,0005.81%
UBP Investment Advisors SA 192,152$9,470,0004.88%
Kore Private Wealth LLC 531,103$26,162,0004.73%
View complete list of ISHARES U S ETF TR shareholders