ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 38 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $429,000 | +186.0% | 4,589 | +191.2% | 0.12% | +183.3% |
| Q4 2021 | $150,000 | 0.0% | 1,576 | +0.6% | 0.04% | -6.7% |
| Q3 2021 | $150,000 | 0.0% | 1,567 | +0.3% | 0.04% | 0.0% |
| Q2 2021 | $150,000 | 0.0% | 1,562 | +0.5% | 0.04% | -4.3% |
| Q1 2021 | $150,000 | +1.4% | 1,555 | +0.3% | 0.05% | -2.1% |
| Q4 2020 | $148,000 | +5.7% | 1,550 | +0.6% | 0.05% | -7.7% |
| Q3 2020 | $140,000 | +19.7% | 1,540 | +17.6% | 0.05% | +20.9% |
| Q2 2020 | $117,000 | +9.3% | 1,309 | +0.7% | 0.04% | +2.4% |
| Q1 2020 | $107,000 | -31.0% | 1,300 | -19.9% | 0.04% | -17.6% |
| Q4 2019 | $155,000 | +4.0% | 1,623 | +0.7% | 0.05% | -3.8% |
| Q3 2019 | $149,000 | -0.7% | 1,611 | +0.8% | 0.05% | -1.9% |
| Q2 2019 | $150,000 | +1.4% | 1,598 | +0.8% | 0.05% | +1.9% |
| Q1 2019 | $148,000 | +4.2% | 1,585 | +0.8% | 0.05% | -10.2% |
| Q4 2018 | $142,000 | -4.1% | 1,572 | +2.6% | 0.06% | +3.5% |
| Q3 2018 | $148,000 | -6.9% | 1,532 | -8.0% | 0.06% | -9.5% |
| Q2 2018 | $159,000 | +9.7% | 1,666 | +10.5% | 0.06% | +5.0% |
| Q1 2018 | $145,000 | -13.7% | 1,508 | -12.8% | 0.06% | -17.8% |
| Q4 2017 | $168,000 | +23.5% | 1,730 | +21.7% | 0.07% | +14.1% |
| Q3 2017 | $136,000 | +1.5% | 1,421 | +1.3% | 0.06% | -7.2% |
| Q2 2017 | $134,000 | – | 1,403 | – | 0.07% | – |
Download | ||||||
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% |