ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 104 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $914,673 | +9.4% | 10,108 | +7.3% | 0.00% | 0.0% |
| Q3 2022 | $836,000 | +9.4% | 9,421 | +11.4% | 0.00% | 0.0% |
| Q2 2022 | $764,000 | +20.1% | 8,460 | +24.4% | 0.00% | 0.0% |
| Q1 2022 | $636,000 | +111.3% | 6,801 | +116.5% | 0.00% | – |
| Q4 2021 | $301,000 | 0.0% | 3,141 | 0.0% | 0.00% | – |
| Q3 2021 | $301,000 | -20.6% | 3,141 | -20.3% | 0.00% | – |
| Q2 2021 | $379,000 | +83.1% | 3,940 | +83.7% | 0.00% | – |
| Q1 2021 | $207,000 | -39.3% | 2,145 | -47.7% | 0.00% | -100.0% |
| Q1 2020 | $341,000 | -19.0% | 4,105 | -6.1% | 0.00% | 0.0% |
| Q4 2019 | $421,000 | +15.7% | 4,373 | +12.8% | 0.00% | 0.0% |
| Q2 2019 | $364,000 | -29.3% | 3,876 | -31.8% | 0.00% | 0.0% |
| Q4 2018 | $515,000 | – | 5,682 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 348,056 | $33,312,000 | 14.55% |
| Capital Advantage, Inc. | 268,413 | $25,566,000 | 6.13% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,307 | $13,142,000 | 5.42% |
| Richard Bernstein Advisors LLC | 2,043,616 | $195,595,000 | 3.77% |
| WJ Wealth Management, LLC | 64,268 | $6,145,000 | 3.67% |
| MBM Wealth Consultants, LLC | 69,368 | $6,639,000 | 2.76% |
| Redhawk Wealth Advisors, Inc. | 68,966 | $6,601,000 | 1.68% |
| COLLECTIVE FAMILY OFFICE LLC | 38,265 | $3,662,000 | 1.44% |
| Wealthcare Advisory Partners LLC | 207,226 | $19,834,000 | 1.19% |
| Graypoint LLC | 95,721 | $9,161,000 | 0.96% |