ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 6 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,111 | -3.5% | 13,532 | -3.8% | 0.07% | 0.0% |
| Q2 2023 | $699,362 | -51.8% | 14,066 | -52.0% | 0.07% | -54.2% |
| Q1 2023 | $1,452,040 | +68749.7% | 29,275 | -31.6% | 0.16% | -35.1% |
| Q4 2022 | $2,109 | -99.9% | 42,797 | -25.4% | 0.24% | -33.4% |
| Q3 2022 | $2,825,000 | +6.0% | 57,351 | +6.0% | 0.36% | +5.0% |
| Q2 2022 | $2,666,000 | +275.5% | 54,127 | +278.0% | 0.34% | +317.1% |
| Q1 2022 | $710,000 | -95.3% | 14,319 | -95.3% | 0.08% | -94.4% |
| Q4 2021 | $15,261,000 | +34584.1% | 305,520 | +34422.0% | 1.48% | +24500.0% |
| Q4 2018 | $44,000 | – | 885 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |