WFG Advisors, LP - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 61 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2015$5,0000.0%500.0%0.00%
+100.0%
Q2 2015$5,0000.0%500.0%0.00%0.0%
Q1 2015$5,0000.0%500.0%0.00%0.0%
Q4 2014$5,0000.0%500.0%0.00%0.0%
Q3 2014$5,000500.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 280,173$26,843,00012.05%
Harborview Advisors, LLC 160,795$15,406,0008.63%
MIRSKY FINANCIAL MANAGEMENT CORP. 134,883$12,923,0005.76%
WJ Wealth Management, LLC 57,613$5,510,0003.66%
MBM Wealth Consultants, LLC 64,585$6,188,0002.82%
Richard Bernstein Advisors LLC 907,257$86,924,0001.75%
Wealthcare Advisory Partners LLC 271,979$26,058,0001.70%
Graypoint LLC 80,404$7,704,0000.94%
LEO BROKERAGE, LLC 47,213$4,523,0000.84%
COLLECTIVE FAMILY OFFICE LLC 16,169$1,549,0000.67%
View complete list of ISHARES U S ETF TR shareholders