ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,289,379 | +15.2% | 546,991 | +14.8% | 0.05% | +17.9% |
| Q2 2023 | $23,693,292 | +13.8% | 476,534 | +13.5% | 0.04% | +8.3% |
| Q1 2023 | $20,822,787 | +53.9% | 419,814 | +52.9% | 0.04% | +50.0% |
| Q4 2022 | $13,531,324 | +71.3% | 274,636 | +71.3% | 0.02% | +60.0% |
| Q3 2022 | $7,897,000 | +24.8% | 160,313 | +24.8% | 0.02% | +25.0% |
| Q2 2022 | $6,330,000 | +1.9% | 128,497 | +2.5% | 0.01% | +20.0% |
| Q1 2022 | $6,213,000 | +30.6% | 125,331 | +31.6% | 0.01% | +42.9% |
| Q4 2021 | $4,757,000 | +6.1% | 95,234 | +6.5% | 0.01% | 0.0% |
| Q3 2021 | $4,482,000 | +28.9% | 89,386 | +29.0% | 0.01% | +16.7% |
| Q2 2021 | $3,477,000 | -0.9% | 69,305 | -0.8% | 0.01% | 0.0% |
| Q1 2021 | $3,508,000 | -53.7% | 69,899 | -53.7% | 0.01% | -57.1% |
| Q4 2020 | $7,580,000 | +8.2% | 151,072 | +8.1% | 0.01% | -6.7% |
| Q3 2020 | $7,006,000 | -8.1% | 139,810 | -8.3% | 0.02% | -11.8% |
| Q2 2020 | $7,622,000 | -50.0% | 152,404 | -51.5% | 0.02% | -57.5% |
| Q1 2020 | $15,235,000 | -19.5% | 314,191 | -16.6% | 0.04% | +5.3% |
| Q4 2019 | $18,934,000 | – | 376,787 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 1,069,567 | $53,360,692 | 13.73% |
| Bramshill Investments, LLC | 2,062,389 | $102,892,607 | 11.96% |
| San Luis Wealth Advisors LLC | 442,795 | $22,091 | 10.63% |
| Richard P Slaughter Associates Inc | 794,123 | $39,618,796 | 10.56% |
| Clearwater Capital Advisors, LLC | 1,286,535 | $64,185,252 | 7.86% |
| Ameliora Wealth Management Ltd. | 133,300 | $6,650,355 | 3.94% |
| Columbia Trust Co 01012016 | 120,950 | $6,034,195 | 3.50% |
| Values First Advisors, Inc. | 95,418 | $4,760,405 | 3.08% |
| Crestone Asset Management LLC | 246,732 | $12,309,459 | 2.95% |
| CNA FINANCIAL CORP | 100,000 | $4,989,000 | 2.80% |