ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 61 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,159,251 | +1.4% | 23,564 | +0.1% | 0.06% | -4.9% |
| Q4 2022 | $2,129,954 | -16.8% | 23,538 | -18.4% | 0.06% | -34.4% |
| Q3 2022 | $2,561,000 | -1.5% | 28,858 | +0.2% | 0.09% | 0.0% |
| Q2 2022 | $2,601,000 | +113.0% | 28,809 | +120.7% | 0.09% | +138.5% |
| Q1 2022 | $1,221,000 | – | 13,055 | – | 0.04% | – |
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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% |