ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 80 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,389,324 | +4.0% | 187,357 | +2.7% | 1.98% | -20.5% |
| Q1 2023 | $16,726,182 | +122.2% | 182,465 | +118.8% | 2.50% | +23.1% |
| Q2 2022 | $7,528,000 | +67.9% | 83,401 | +74.0% | 2.03% | +183.9% |
| Q1 2022 | $4,483,000 | -0.9% | 47,926 | +1.5% | 0.71% | -14.7% |
| Q3 2021 | $4,523,000 | -0.9% | 47,213 | -0.3% | 0.84% | -8.6% |
| Q2 2021 | $4,562,000 | -2.4% | 47,370 | -2.2% | 0.92% | -30.9% |
| Q1 2021 | $4,673,000 | +19.1% | 48,414 | +17.9% | 1.32% | +4.8% |
| Q4 2020 | $3,922,000 | – | 41,053 | – | 1.26% | – |
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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% |