ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 207 filers reported holding ISHARES U S ETF TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $223,000 | -9.3% | 4,443 | -9.4% | 0.05% | -38.0% |
| Q3 2020 | $246,000 | +21.8% | 4,905 | +21.4% | 0.08% | +2.6% |
| Q2 2020 | $202,000 | -16.2% | 4,041 | -15.6% | 0.08% | -21.4% |
| Q4 2019 | $241,000 | -13.0% | 4,789 | -13.0% | 0.10% | -43.4% |
| Q3 2019 | $277,000 | -5.8% | 5,507 | -5.6% | 0.17% | -8.5% |
| Q2 2019 | $294,000 | -17.2% | 5,833 | -17.5% | 0.19% | -30.0% |
| Q1 2019 | $355,000 | +13.4% | 7,069 | +12.5% | 0.27% | -10.6% |
| Q4 2018 | $313,000 | -6.3% | 6,284 | -5.6% | 0.30% | +21.8% |
| Q3 2018 | $334,000 | +27.5% | 6,656 | +27.6% | 0.25% | +9.7% |
| Q2 2018 | $262,000 | +26.6% | 5,217 | +26.5% | 0.23% | +247.7% |
| Q2 2017 | $207,000 | – | 4,125 | – | 0.06% | – |
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% |