MOSELEY INVESTMENT MANAGEMENT INC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MOSELEY INVESTMENT MANAGEMENT INC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$478,231
-84.0%
9,586
-84.1%
0.29%
-83.6%
Q2 2023$2,992,220
-9.9%
60,181
-10.2%
1.74%
-19.1%
Q1 2023$3,322,701
-0.3%
66,990
-1.0%
2.16%
-9.7%
Q4 2022$3,332,609
+2.9%
67,640
+2.8%
2.39%
+0.4%
Q3 2022$3,240,000
+13.7%
65,783
+13.7%
2.38%
+19.6%
Q2 2022$2,850,000
-1.0%
57,855
-0.4%
1.99%
+27.9%
Q1 2022$2,878,000
-8.3%
58,062
-7.5%
1.56%
+9.1%
Q4 2021$3,137,000
+8.7%
62,801
+9.1%
1.42%
-1.2%
Q3 2021$2,885,000
+15.6%
57,563
+15.7%
1.44%
+17.3%
Q2 2021$2,496,000
+29.5%
49,748
+29.6%
1.23%
+15.2%
Q1 2021$1,927,000
+27.4%
38,398
+27.4%
1.07%
+21.5%
Q4 2020$1,512,000
+88.5%
30,137
+88.2%
0.88%
+53.8%
Q3 2020$802,000
+0.8%
16,010
+0.6%
0.57%
-13.6%
Q2 2020$796,000
-60.9%
15,907
-62.1%
0.66%
-72.4%
Q1 2020$2,035,000
-7.8%
41,958
-4.5%
2.39%
+10.3%
Q4 2019$2,207,000
-25.4%
43,924
-25.3%
2.17%
-30.1%
Q3 2019$2,958,000
-20.8%
58,769
-20.8%
3.10%
-10.9%
Q2 2019$3,736,000
+30.3%
74,235
+30.0%
3.48%
+16.7%
Q1 2019$2,868,00057,0862.98%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders