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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,118 | +116.8% | 10,525 | +117.7% | 0.00% | – |
| Q2 2023 | $449,321 | +24.0% | 4,834 | +22.3% | 0.00% | – |
| Q1 2023 | $362,319 | -97.7% | 3,954 | -97.7% | 0.00% | -100.0% |
| Q4 2022 | $15,551,277 | -59.0% | 171,856 | -59.8% | 0.01% | -63.6% |
| Q3 2022 | $37,922,000 | +12.9% | 427,341 | +14.9% | 0.02% | +15.8% |
| Q2 2022 | $33,582,000 | -3.1% | 372,061 | +0.4% | 0.02% | +11.8% |
| Q1 2022 | $34,667,000 | +9.9% | 370,652 | +12.4% | 0.02% | +6.2% |
| Q4 2021 | $31,555,000 | +64.1% | 329,696 | +64.3% | 0.02% | +45.5% |
| Q3 2021 | $19,226,000 | -51.8% | 200,664 | -51.5% | 0.01% | -52.2% |
| Q2 2021 | $39,848,000 | +9.8% | 413,792 | +10.0% | 0.02% | -4.2% |
| Q1 2021 | $36,302,000 | -3.4% | 376,108 | -4.4% | 0.02% | -14.3% |
| Q4 2020 | $37,598,000 | +39.3% | 393,536 | +33.1% | 0.03% | +16.7% |
| Q3 2020 | $26,989,000 | -9.8% | 295,679 | -11.2% | 0.02% | -17.2% |
| Q2 2020 | $29,931,000 | +11969.0% | 332,904 | +11056.3% | 0.03% | – |
| Q1 2020 | $248,000 | -27.5% | 2,984 | -16.1% | 0.00% | – |
| Q4 2019 | $342,000 | +29.5% | 3,558 | +25.4% | 0.00% | – |
| Q3 2019 | $264,000 | -12.0% | 2,837 | -11.1% | 0.00% | – |
| Q2 2019 | $300,000 | -0.3% | 3,191 | -0.9% | 0.00% | – |
| Q1 2019 | $301,000 | +9.1% | 3,221 | +6.0% | 0.00% | – |
| Q4 2018 | $276,000 | – | 3,040 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 280,173 | $26,843,000 | 12.05% |
| Harborview Advisors, LLC | 160,795 | $15,406,000 | 8.63% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 134,883 | $12,923,000 | 5.76% |
| WJ Wealth Management, LLC | 57,613 | $5,510,000 | 3.66% |
| MBM Wealth Consultants, LLC | 64,585 | $6,188,000 | 2.82% |
| Richard Bernstein Advisors LLC | 907,257 | $86,924,000 | 1.75% |
| Wealthcare Advisory Partners LLC | 271,979 | $26,058,000 | 1.70% |
| Graypoint LLC | 80,404 | $7,704,000 | 0.94% |
| LEO BROKERAGE, LLC | 47,213 | $4,523,000 | 0.84% |
| COLLECTIVE FAMILY OFFICE LLC | 16,169 | $1,549,000 | 0.67% |