ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 75 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233 | -46.8% | 2,543 | -47.4% | 0.00% | -50.0% |
| Q4 2022 | $438 | -99.9% | 4,837 | -20.4% | 0.00% | 0.0% |
| Q3 2022 | $539,000 | -5.3% | 6,074 | -3.3% | 0.00% | -33.3% |
| Q2 2022 | $569,000 | -23.1% | 6,283 | -20.6% | 0.00% | 0.0% |
| Q1 2022 | $740,000 | +20.1% | 7,910 | +22.9% | 0.00% | +50.0% |
| Q4 2021 | $616,000 | +129.9% | 6,438 | +130.3% | 0.00% | +100.0% |
| Q3 2021 | $268,000 | +32.0% | 2,795 | +32.7% | 0.00% | 0.0% |
| Q2 2021 | $203,000 | -55.5% | 2,107 | -55.4% | 0.00% | -50.0% |
| Q1 2021 | $456,000 | -52.4% | 4,725 | -52.8% | 0.00% | -60.0% |
| Q4 2020 | $957,000 | -34.7% | 10,012 | -37.6% | 0.01% | -37.5% |
| Q3 2020 | $1,466,000 | +78.6% | 16,057 | +75.8% | 0.01% | +60.0% |
| Q2 2020 | $821,000 | – | 9,133 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 273,079 | $26,298,000 | 11.91% |
| Harborview Advisors, LLC | 150,526 | $14,496,000 | 8.12% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 130,228 | $12,541,000 | 5.57% |
| MBM Wealth Consultants, LLC | 59,728 | $5,752,000 | 2.70% |
| Richard Bernstein Advisors LLC | 841,237 | $81,010,000 | 1.68% |
| Wealthcare Advisory Partners LLC | 245,775 | $23,668,000 | 1.58% |
| LEO BROKERAGE, LLC | 47,370 | $4,562,000 | 0.92% |
| Graypoint LLC | 63,168 | $6,083,000 | 0.81% |
| Titus Wealth Management | 5,940 | $572,000 | 0.31% |
| PATRON PARTNERS, LLC | 4,012 | $386,000 | 0.29% |