ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 89 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $204,000 | -1.0% | 2,113 | -1.2% | 0.01% | -14.3% |
| Q1 2021 | $206,000 | -4.6% | 2,138 | -5.3% | 0.01% | 0.0% |
| Q4 2020 | $216,000 | -25.8% | 2,257 | -30.3% | 0.01% | -46.2% |
| Q2 2020 | $291,000 | +8.2% | 3,239 | +0.1% | 0.01% | -18.8% |
| Q1 2020 | $269,000 | -95.2% | 3,235 | -94.4% | 0.02% | -93.2% |
| Q4 2019 | $5,569,000 | -12.4% | 57,892 | -15.3% | 0.24% | -23.0% |
| Q3 2019 | $6,354,000 | +13.7% | 68,348 | +15.0% | 0.30% | +5.9% |
| Q2 2019 | $5,588,000 | +1.2% | 59,436 | +0.5% | 0.29% | -8.3% |
| Q1 2019 | $5,524,000 | +6.8% | 59,116 | +3.7% | 0.31% | -16.5% |
| Q4 2018 | $5,170,000 | +73.6% | 57,019 | +86.1% | 0.38% | +114.9% |
| Q3 2018 | $2,978,000 | +53.1% | 30,647 | +50.5% | 0.18% | +34.6% |
| Q2 2018 | $1,945,000 | +22.6% | 20,364 | +24.1% | 0.13% | +12.1% |
| Q1 2018 | $1,587,000 | +96.7% | 16,405 | +97.9% | 0.12% | +87.1% |
| Q4 2017 | $807,000 | +1.0% | 8,291 | -0.2% | 0.06% | -6.1% |
| Q3 2017 | $799,000 | +7.0% | 8,307 | +6.1% | 0.07% | -5.7% |
| Q2 2017 | $747,000 | +0.8% | 7,827 | +0.1% | 0.07% | -2.8% |
| Q1 2017 | $741,000 | – | 7,821 | – | 0.07% | – |
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% |