ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 110 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $240,000 | -37.0% | 2,701 | -35.9% | 0.00% | -100.0% |
| Q2 2022 | $381,000 | +24.9% | 4,216 | +29.4% | 0.00% | – |
| Q1 2022 | $305,000 | -34.0% | 3,258 | -32.4% | 0.00% | -100.0% |
| Q4 2021 | $462,000 | -40.7% | 4,822 | -40.7% | 0.00% | 0.0% |
| Q3 2021 | $779,000 | -48.0% | 8,133 | -47.7% | 0.00% | -66.7% |
| Q2 2021 | $1,498,000 | -42.5% | 15,553 | -42.4% | 0.00% | -40.0% |
| Q1 2021 | $2,604,000 | -33.9% | 26,983 | -34.6% | 0.01% | -44.4% |
| Q4 2020 | $3,940,000 | +393900.0% | 41,244 | +687300.0% | 0.01% | – |
| Q1 2017 | $1,000 | – | 6 | – | 0.00% | – |
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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% |