ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 110 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,047,953 | +6.5% | 54,543 | +6.9% | 0.04% | +12.1% |
| Q2 2023 | $4,740,903 | +4.9% | 51,006 | +3.4% | 0.03% | 0.0% |
| Q1 2023 | $4,518,881 | -2.5% | 49,315 | -3.7% | 0.03% | -8.3% |
| Q4 2022 | $4,636,164 | +5.1% | 51,234 | +3.0% | 0.04% | 0.0% |
| Q3 2022 | $4,413,000 | +5.3% | 49,733 | +7.1% | 0.04% | +16.1% |
| Q2 2022 | $4,190,000 | -5.4% | 46,418 | -1.9% | 0.03% | +10.7% |
| Q1 2022 | $4,427,000 | +4.9% | 47,332 | +7.3% | 0.03% | 0.0% |
| Q4 2021 | $4,220,000 | +4.7% | 44,094 | +4.8% | 0.03% | -3.4% |
| Q3 2021 | $4,031,000 | -51.5% | 42,070 | -51.3% | 0.03% | -68.5% |
| Q4 2019 | $8,315,000 | +2.5% | 86,440 | -0.9% | 0.09% | -4.2% |
| Q3 2019 | $8,109,000 | +4.5% | 87,228 | +5.7% | 0.10% | +1.1% |
| Q2 2019 | $7,757,000 | +13.5% | 82,497 | +12.8% | 0.10% | +8.0% |
| Q1 2019 | $6,837,000 | -10.6% | 73,162 | -13.3% | 0.09% | -22.1% |
| Q4 2018 | $7,651,000 | +4.4% | 84,380 | +11.9% | 0.11% | +21.5% |
| Q3 2018 | $7,330,000 | +29.0% | 75,440 | +27.8% | 0.09% | +17.7% |
| Q2 2018 | $5,684,000 | -0.4% | 59,026 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $5,707,000 | +10.7% | 59,026 | +11.4% | 0.08% | +14.5% |
| Q4 2017 | $5,156,000 | +6.6% | 53,008 | +5.3% | 0.07% | 0.0% |
| Q3 2017 | $4,835,000 | +45.9% | 50,346 | +45.0% | 0.07% | +23.2% |
| Q2 2017 | $3,313,000 | +258.9% | 34,719 | +256.2% | 0.06% | +250.0% |
| Q1 2017 | $923,000 | +33.8% | 9,747 | +33.1% | 0.02% | +45.5% |
| Q4 2016 | $690,000 | – | 7,325 | – | 0.01% | – |
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% |