ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 42 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $298,305 | -2.7% | 3,210 | -1.5% | 0.00% | 0.0% |
| Q1 2024 | $306,478 | -20.3% | 3,259 | -21.1% | 0.00% | -33.3% |
| Q4 2023 | $384,526 | +3.0% | 4,131 | +2.4% | 0.00% | 0.0% |
| Q3 2023 | $373,349 | +43.8% | 4,034 | +44.4% | 0.00% | +50.0% |
| Q2 2023 | $259,603 | -0.9% | 2,793 | -2.3% | 0.00% | -33.3% |
| Q1 2023 | $261,982 | +1.9% | 2,859 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $257,000 | -1.9% | 2,898 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $262,000 | -4.0% | 2,898 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $273,000 | +347.5% | 2,914 | +326.6% | 0.00% | +100.0% |
| Q2 2020 | $61,000 | -80.4% | 683 | -78.9% | 0.00% | -80.0% |
| Q4 2019 | $311,000 | -2.8% | 3,230 | -6.3% | 0.01% | 0.0% |
| Q3 2019 | $320,000 | -2.7% | 3,446 | -1.4% | 0.01% | -16.7% |
| Q2 2019 | $329,000 | -3.2% | 3,496 | -3.9% | 0.01% | -14.3% |
| Q1 2019 | $340,000 | – | 3,638 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HMS Capital Management, LLC | 138,133 | $12,499,689 | 7.16% |
| KFG WEALTH MANAGEMENT, LLC | 48,223 | $4,363,711 | 4.47% |
| Astor Investment Management LLC | 148,542 | $13,441,566 | 4.11% |
| SOUTHERN CAPITAL ADVISORS, LLC | 49,600 | $4,488,300 | 3.47% |
| DBK Financial Counsel, LLC | 18,925 | $1,713 | 2.73% |
| Destination Wealth Management | 681,473 | $61,666,458 | 2.45% |
| Centennial Wealth Advisory LLC | 45,946 | $4,157,687 | 2.32% |
| Red Wave Investments LLC | 51,928 | $4,698,965 | 1.98% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 576,974 | $52,210,377 | 1.94% |
| Gallagher Benefit Services, Inc. | 82,932 | $7,504,875 | 1.58% |