ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 89 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $61,160 | +5035.2% | 658 | +4961.5% | 0.00% | – |
| Q1 2023 | $1,191 | -90.8% | 13 | -90.8% | 0.00% | – |
| Q4 2021 | $13,000 | -58.1% | 141 | -57.0% | 0.00% | – |
| Q3 2021 | $31,000 | -3.1% | 328 | 0.0% | 0.00% | – |
| Q2 2021 | $32,000 | +88.2% | 328 | +77.3% | 0.00% | – |
| Q2 2020 | $17,000 | +183.3% | 185 | +180.3% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | – | 66 | – | 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% |