WEALTHCARE CAPITAL MANAGEMENT LLC - ISHARES U S ETF TR ownership

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 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$927,698
-9.6%
10,124
-10.7%
0.11%
-13.7%
Q4 2022$1,026,247
-1.8%
11,341
-3.7%
0.13%
-0.8%
Q3 2022$1,045,000
-1.8%
11,777
-0.1%
0.13%
+12.8%
Q2 2022$1,064,000
-3.9%
11,791
-0.4%
0.12%
+8.3%
Q1 2022$1,107,000
+12.8%
11,841
+15.6%
0.11%
+20.0%
Q4 2021$981,000
+6.9%
10,245
+7.0%
0.09%
+1.1%
Q3 2021$918,000
+2.6%
9,578
+3.1%
0.09%
+3.5%
Q2 2021$895,0009,2900.09%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Harborview Advisors, LLC 76,616$6,993,0005.34%
Tri-Star Advisors Inc. 33,629$3,110,0001.95%
OmniStar Financial Group, Inc. 15,304$1,397,0001.05%
Semmax Financial Advisors Inc. 21,987$2,007,0000.96%
Riverpoint Wealth Management Holdings, LLC 11,654$1,064,0000.39%
ASSETMARK, INC 640,198$58,437,0000.38%
Titus Wealth Management 4,262$389,0000.28%
Watson Rebecca 4,895$447,0000.26%
Founders Financial Alliance, LLC 4,781$438,0000.26%
WealthOne, LLC 2,590$236,0000.13%
View complete list of ISHARES U S ETF TR shareholders