ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 54 filers reported holding ISHARES U S ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 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% |