ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,920,890 | -4.6% | 138,723 | -4.9% | 0.54% | -1.8% |
| Q2 2023 | $7,251,016 | -1.9% | 145,837 | -2.1% | 0.55% | -8.7% |
| Q1 2023 | $7,390,995 | -2.5% | 149,012 | -3.2% | 0.60% | -9.2% |
| Q4 2022 | $7,581,618 | -27.8% | 153,879 | -27.8% | 0.66% | -34.8% |
| Q3 2022 | $10,505,000 | -6.6% | 213,259 | -6.6% | 1.01% | +2.8% |
| Q2 2022 | $11,249,000 | -5.2% | 228,367 | -4.6% | 0.98% | +12.3% |
| Q1 2022 | $11,870,000 | -0.7% | 239,452 | +0.4% | 0.88% | -5.9% |
| Q3 2021 | $11,954,000 | – | 238,420 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Columbia Trust Co 01012016 | 491,545 | $24,646,000 | 13.01% |
| B, B, H, & B INC. | 172,156 | $8,632,000 | 7.87% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,190,914 | $59,712,000 | 5.87% |
| Bramshill Investments, LLC | 1,231,139 | $61,729,000 | 5.25% |
| Clearwater Capital Advisors, LLC | 897,142 | $44,983,000 | 5.21% |
| Rosenberg Matthew Hamilton | 260,204 | $13,047,000 | 5.15% |
| UBP Investment Advisors SA | 253,825 | $12,730,000 | 4.94% |
| Navis Wealth Advisors, LLC | 138,599 | $6,949,000 | 4.85% |
| Roble, Belko & Company, Inc | 416,324 | $20,875,000 | 4.30% |
| SUN LIFE FINANCIAL INC | 1,409,259 | $70,660,000 | 4.04% |