ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 41 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,572 | -9.9% | 27,790 | -9.6% | 0.01% | -7.7% |
| Q2 2023 | $2,856 | -16.1% | 30,731 | -17.3% | 0.01% | -23.5% |
| Q1 2023 | $3,404 | +53.3% | 37,151 | +51.4% | 0.02% | +41.7% |
| Q4 2022 | $2,221 | -99.9% | 24,543 | -5.3% | 0.01% | -7.7% |
| Q3 2022 | $2,301,000 | -39.2% | 25,924 | -38.2% | 0.01% | -35.0% |
| Q2 2022 | $3,783,000 | +5.3% | 41,917 | +9.1% | 0.02% | +17.6% |
| Q1 2022 | $3,594,000 | +79.2% | 38,431 | +83.4% | 0.02% | +88.9% |
| Q4 2021 | $2,006,000 | +888.2% | 20,957 | +894.2% | 0.01% | +350.0% |
| Q4 2019 | $203,000 | – | 2,108 | – | 0.00% | – |
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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% |