ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 15 filers reported holding ISHARES U S ETF TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $619,000 | +27.9% | 6,433 | +26.8% | 0.00% | +33.3% |
| Q2 2017 | $484,000 | +0.2% | 5,073 | -0.4% | 0.00% | 0.0% |
| Q1 2017 | $483,000 | +47.3% | 5,093 | +46.1% | 0.00% | +50.0% |
| Q4 2016 | $328,000 | +18.4% | 3,485 | +16.1% | 0.00% | 0.0% |
| Q3 2016 | $277,000 | +16.9% | 3,003 | +15.7% | 0.00% | 0.0% |
| Q2 2016 | $237,000 | +18.5% | 2,595 | +17.8% | 0.00% | 0.0% |
| Q1 2016 | $200,000 | – | 2,203 | – | 0.00% | – |
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% |