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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,854 | +27.8% | 2,879 | +28.6% | 0.03% | +25.0% |
| Q2 2023 | $208,048 | +1.9% | 2,239 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $204,155 | -48.7% | 2,239 | -48.1% | 0.02% | -46.7% |
| Q4 2022 | $397,961 | -5.0% | 4,313 | -9.6% | 0.04% | -13.5% |
| Q3 2022 | $419,000 | -1.2% | 4,769 | +1.6% | 0.05% | +6.1% |
| Q2 2022 | $424,000 | +2.2% | 4,694 | +4.9% | 0.05% | +22.5% |
| Q1 2022 | $415,000 | -3.0% | 4,474 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $428,000 | +0.2% | 4,474 | +0.6% | 0.04% | -6.8% |
| Q3 2021 | $427,000 | – | 4,446 | – | 0.04% | – |
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% |