PLANNING ALTERNATIVES LTD /ADV - 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
PLANNING ALTERNATIVES LTD /ADV ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$5,649,045
-0.1%
113,230
-0.4%
1.10%
+5.3%
Q2 2023$5,651,921
-1.7%
113,675
-2.0%
1.04%
-7.1%
Q1 2023$5,752,112
-90.3%
115,970
-90.3%
1.12%
-89.6%
Q4 2022$59,153,8081,200,60510.77%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,040,755$1,022,418,00033.86%
VisionPoint Advisory Group, LLC 943,899$47,506,00013.64%
Donoghue Forlines LLC 2,090,630$105,221,00012.31%
PARK AVENUE SECURITIES LLC 1,566,349$78,834,0008.81%
Astor Investment Management LLC 1,034,622$52,072,0008.46%
Winch Advisory Services, LLC 321,431$16,178,0008.43%
Cooper Financial Group 303,824$15,291,0007.41%
Kore Private Wealth LLC 599,196$30,158,0006.81%
Smithfield Trust Co 1,173,231$59,048,0006.11%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 165,010$8,305,0006.09%
View complete list of ISHARES U S ETF TR shareholders