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 | $1,080,706 | -46.5% | 11,677 | -46.3% | 0.00% | – |
| Q2 2023 | $2,021,619 | -34.4% | 21,750 | -35.3% | 0.00% | -100.0% |
| Q1 2023 | $3,081,818 | -71.9% | 33,632 | -72.2% | 0.00% | -66.7% |
| Q4 2022 | $10,966,573 | +13.7% | 121,191 | +11.5% | 0.00% | +50.0% |
| Q3 2022 | $9,645,000 | +411.9% | 108,685 | +420.7% | 0.00% | – |
| Q2 2022 | $1,884,000 | +57.9% | 20,874 | +63.7% | 0.00% | – |
| Q1 2022 | $1,193,000 | -51.8% | 12,753 | -50.6% | 0.00% | – |
| Q3 2021 | $2,474,000 | +119.7% | 25,820 | +109.4% | 0.00% | – |
| Q3 2020 | $1,126,000 | -69.8% | 12,331 | -70.2% | 0.00% | -100.0% |
| Q2 2020 | $3,723,000 | -44.8% | 41,403 | -49.1% | 0.00% | -50.0% |
| Q1 2020 | $6,750,000 | +825.9% | 81,305 | +937.3% | 0.00% | – |
| Q3 2019 | $729,000 | -91.6% | 7,838 | -91.5% | 0.00% | -100.0% |
| Q2 2019 | $8,682,000 | +156.6% | 92,346 | +155.1% | 0.00% | 0.0% |
| Q1 2019 | $3,383,000 | +66.3% | 36,200 | +61.4% | 0.00% | 0.0% |
| Q4 2018 | $2,034,000 | +281.6% | 22,424 | +308.7% | 0.00% | – |
| Q3 2018 | $533,000 | +139.0% | 5,486 | +131.6% | 0.00% | – |
| Q4 2016 | $223,000 | -94.3% | 2,369 | -94.4% | 0.00% | -100.0% |
| Q3 2016 | $3,909,000 | +3.9% | 42,378 | +2.7% | 0.00% | 0.0% |
| Q4 2015 | $3,764,000 | – | 41,256 | – | 0.00% | – |
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% |