ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 316 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,966,000 | +13.2% | 39,190 | +13.3% | 0.00% | 0.0% |
| Q1 2021 | $1,737,000 | +12.7% | 34,601 | +12.6% | 0.00% | 0.0% |
| Q4 2020 | $1,541,000 | +21.3% | 30,725 | +21.3% | 0.00% | 0.0% |
| Q3 2020 | $1,270,000 | -35.0% | 25,339 | -35.2% | 0.00% | 0.0% |
| Q2 2020 | $1,954,000 | +445.8% | 39,076 | +429.4% | 0.00% | – |
| Q1 2020 | $358,000 | +155.7% | 7,381 | +163.8% | 0.00% | – |
| Q4 2019 | $140,000 | +536.4% | 2,798 | +528.8% | 0.00% | – |
| Q3 2019 | $22,000 | -95.8% | 445 | -95.7% | 0.00% | – |
| Q1 2019 | $518,000 | -77.2% | 10,316 | -77.3% | 0.00% | -100.0% |
| Q4 2018 | $2,268,000 | -42.1% | 45,501 | -41.7% | 0.00% | +100.0% |
| Q3 2018 | $3,918,000 | +67.4% | 78,062 | +67.4% | 0.00% | 0.0% |
| Q2 2018 | $2,340,000 | +32.5% | 46,633 | +32.4% | 0.00% | 0.0% |
| Q1 2018 | $1,766,000 | +11673.3% | 35,214 | +11599.0% | 0.00% | – |
| Q4 2014 | $15,000 | – | 301 | – | 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% |