ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 132 filers reported holding ISHARES U S ETF TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $23,808 | -25.7% | 480 | -26.2% | 0.00% | 0.0% |
| Q4 2022 | $32,026 | +300.3% | 650 | +291.6% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | – | 166 | – | 0.00% | – |
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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% |