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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,859 | -66.9% | 137,486 | -67.0% | 0.01% | -66.7% |
| Q2 2023 | $20,695 | -2.0% | 416,220 | -2.2% | 0.04% | -4.5% |
| Q1 2023 | $21,107 | +174.3% | 425,560 | +172.5% | 0.04% | +131.6% |
| Q4 2022 | $7,694 | -100.0% | 156,179 | -64.6% | 0.02% | -66.1% |
| Q3 2022 | $21,757,000 | +148.1% | 441,684 | +148.1% | 0.06% | +143.5% |
| Q2 2022 | $8,770,000 | +5.8% | 178,054 | +6.5% | 0.02% | +21.1% |
| Q1 2022 | $8,289,000 | -0.4% | 167,221 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $8,324,000 | -2.6% | 166,663 | -2.2% | 0.02% | -9.5% |
| Q3 2021 | $8,546,000 | -0.5% | 170,448 | -0.4% | 0.02% | -4.5% |
| Q2 2021 | $8,587,000 | -14.7% | 171,189 | -14.6% | 0.02% | -21.4% |
| Q1 2021 | $10,066,000 | -6.5% | 200,566 | -6.6% | 0.03% | -12.5% |
| Q4 2020 | $10,767,000 | -26.3% | 214,629 | -26.4% | 0.03% | -36.0% |
| Q3 2020 | $14,615,000 | +0.1% | 291,672 | -0.1% | 0.05% | -9.1% |
| Q2 2020 | $14,596,000 | -7.0% | 291,864 | -9.8% | 0.06% | -24.7% |
| Q1 2020 | $15,692,000 | -71.1% | 323,620 | -70.1% | 0.07% | -64.7% |
| Q4 2019 | $54,323,000 | +67.9% | 1,081,061 | +68.2% | 0.21% | +50.0% |
| Q3 2019 | $32,356,000 | +94.6% | 642,757 | +94.6% | 0.14% | +89.0% |
| Q2 2019 | $16,623,000 | -5.2% | 330,284 | -5.4% | 0.07% | -9.9% |
| Q1 2019 | $17,542,000 | -6.6% | 349,182 | -7.3% | 0.08% | -19.0% |
| Q4 2018 | $18,782,000 | +26.9% | 376,771 | +27.8% | 0.10% | +40.8% |
| Q3 2018 | $14,797,000 | +66.2% | 294,852 | +66.2% | 0.07% | +51.1% |
| Q2 2018 | $8,902,000 | +341.8% | 177,446 | +341.6% | 0.05% | +327.3% |
| Q1 2018 | $2,015,000 | +9.9% | 40,180 | +9.8% | 0.01% | +10.0% |
| Q4 2017 | $1,834,000 | – | 36,596 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |