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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |