ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 106 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,779,651 | -0.8% | 51,423 | -2.2% | 0.09% | -5.5% |
| Q1 2023 | $4,817,474 | -35.3% | 52,573 | -36.1% | 0.09% | -40.5% |
| Q4 2022 | $7,444,426 | -56.4% | 82,267 | -57.2% | 0.15% | -59.4% |
| Q3 2022 | $17,072,000 | +27.9% | 192,385 | +30.0% | 0.38% | +34.6% |
| Q2 2022 | $13,352,000 | +207.9% | 147,932 | +219.1% | 0.28% | +268.4% |
| Q1 2022 | $4,336,000 | – | 46,364 | – | 0.08% | – |
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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% |