ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 378 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $301 | -14.5% | 5,987 | -14.3% | 0.09% | -10.7% |
Q1 2024 | $352 | -0.3% | 6,987 | 0.0% | 0.10% | -9.6% |
Q4 2023 | $353 | +1.1% | 6,987 | 0.0% | 0.11% | -4.2% |
Q3 2023 | $349 | -7.4% | 6,987 | -7.9% | 0.12% | -7.8% |
Q2 2023 | $377 | -33.3% | 7,587 | -33.4% | 0.13% | -33.2% |
Q1 2023 | $565 | -6.6% | 11,387 | -7.3% | 0.19% | -9.0% |
Q4 2022 | $605 | -99.9% | 12,287 | +5.1% | 0.21% | -9.0% |
Q3 2022 | $576,000 | -1.7% | 11,687 | -1.7% | 0.23% | +6.4% |
Q2 2022 | $586,000 | -10.4% | 11,887 | -9.9% | 0.22% | -4.8% |
Q1 2022 | $654,000 | -2.1% | 13,187 | -1.3% | 0.23% | +10.6% |
Q4 2021 | $668,000 | -18.2% | 13,367 | -17.9% | 0.21% | -23.2% |
Q3 2021 | $817,000 | -15.3% | 16,287 | -15.3% | 0.27% | -19.8% |
Q2 2021 | $965,000 | +5.5% | 19,237 | +5.5% | 0.34% | -1.2% |
Q1 2021 | $915,000 | +23.0% | 18,237 | +22.9% | 0.34% | +14.0% |
Q4 2020 | $744,000 | +14.8% | 14,837 | +14.7% | 0.30% | -2.9% |
Q3 2020 | $648,000 | +151.2% | 12,937 | +151.2% | 0.31% | +159.7% |
Q2 2020 | $258,000 | +28.4% | 5,150 | +24.1% | 0.12% | +5.3% |
Q1 2020 | $201,000 | -93.5% | 4,150 | -93.2% | 0.11% | -90.2% |
Q4 2019 | $3,072,000 | +13.5% | 61,130 | +13.7% | 1.15% | +12.4% |
Q3 2019 | $2,706,000 | +135.7% | 53,750 | +135.7% | 1.03% | +124.5% |
Q2 2019 | $1,148,000 | +0.3% | 22,800 | 0.0% | 0.46% | +17.2% |
Q1 2019 | $1,145,000 | +0.6% | 22,800 | -0.2% | 0.39% | -8.9% |
Q4 2018 | $1,138,000 | -0.7% | 22,836 | 0.0% | 0.43% | +27.0% |
Q3 2018 | $1,146,000 | -21.1% | 22,836 | -21.1% | 0.34% | -22.2% |
Q2 2018 | $1,452,000 | +9.3% | 28,936 | +9.3% | 0.43% | +17.7% |
Q1 2018 | $1,329,000 | -38.6% | 26,486 | -38.7% | 0.37% | -37.8% |
Q4 2017 | $2,164,000 | -19.3% | 43,186 | -19.1% | 0.59% | -22.2% |
Q3 2017 | $2,683,000 | -8.8% | 53,350 | -8.9% | 0.76% | -9.4% |
Q2 2017 | $2,943,000 | +36.7% | 58,550 | +36.6% | 0.84% | +35.0% |
Q1 2017 | $2,153,000 | +10.5% | 42,850 | +10.3% | 0.62% | +11.5% |
Q4 2016 | $1,949,000 | -19.7% | 38,850 | -19.6% | 0.56% | -23.2% |
Q3 2016 | $2,427,000 | +34.0% | 48,350 | +33.9% | 0.73% | +24.9% |
Q2 2016 | $1,811,000 | +16.3% | 36,100 | +16.1% | 0.58% | +12.8% |
Q1 2016 | $1,557,000 | +42.2% | 31,100 | +42.0% | 0.52% | +68.6% |
Q4 2015 | $1,095,000 | +176.5% | 21,900 | +177.2% | 0.31% | +194.2% |
Q3 2015 | $396,000 | +25.3% | 7,900 | +25.2% | 0.10% | +46.5% |
Q2 2015 | $316,000 | – | 6,309 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |