ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,090,329 | -0.9% | 21,948 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $1,099,806 | -9.4% | 22,133 | -9.6% | 0.00% | -33.3% |
| Q1 2023 | $1,213,997 | +11.7% | 24,479 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $1,086,612 | -6.0% | 22,058 | -6.0% | 0.00% | -50.0% |
| Q3 2022 | $1,156,000 | +0.5% | 23,477 | +0.5% | 0.01% | +20.0% |
| Q2 2022 | $1,150,000 | -0.4% | 23,352 | +0.2% | 0.01% | +66.7% |
| Q1 2022 | $1,155,000 | -16.7% | 23,312 | -16.0% | 0.00% | -40.0% |
| Q4 2021 | $1,386,000 | – | 27,751 | – | 0.01% | – |
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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% |