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. | 341,659 | $31,955,000 | 14.53% |
Capital Advantage, Inc. | 266,043 | $24,883,000 | 5.72% |
Richard Bernstein Advisors LLC | 2,105,882 | $196,021,000 | 3.87% |
DBK Financial Counsel, LLC | 27,435 | $2,566,000 | 3.79% |
WealthShield Partners, LLC | 214,639 | $20,075,000 | 3.22% |
SOUTHERN CAPITAL ADVISORS, LLC | 49,145 | $4,597,000 | 3.14% |
Destination Wealth Management | 817,270 | $76,439,000 | 2.83% |
MBM Wealth Consultants, LLC | 72,633 | $6,793,000 | 2.82% |
HMS Capital Management, LLC | 69,245 | $6,476,000 | 2.71% |
COLLECTIVE FAMILY OFFICE LLC | 61,710 | $5,772,000 | 2.20% |