ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 67 filers reported holding ISHARES U S ETF TR in Q2 2023. 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% | – |
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% |