ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 104 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 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% |