ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 119 filers reported holding ISHARES U S ETF TR in Q2 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. | 341,659 | $31,955,000 | 14.53% |
| Capital Advantage, Inc. | 266,043 | $24,883,000 | 5.72% |
| Richard Bernstein Advisors LLC | 2,105,882 | $196,021,000 | 3.87% |
| DBK Financial Counsel, LLC | 27,435 | $2,566,000 | 3.79% |
| WealthShield Partners, LLC | 214,639 | $20,075,000 | 3.22% |
| SOUTHERN CAPITAL ADVISORS, LLC | 49,145 | $4,597,000 | 3.14% |
| Destination Wealth Management | 817,270 | $76,439,000 | 2.83% |
| MBM Wealth Consultants, LLC | 72,633 | $6,793,000 | 2.82% |
| HMS Capital Management, LLC | 69,245 | $6,476,000 | 2.71% |
| COLLECTIVE FAMILY OFFICE LLC | 61,710 | $5,772,000 | 2.20% |