ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 41 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $32,072 | -89.9% | 350 | -90.0% | 0.00% | -90.0% |
| Q4 2022 | $317,525 | -64.1% | 3,509 | -64.8% | 0.01% | -67.7% |
| Q3 2022 | $884,000 | +42.4% | 9,967 | +45.0% | 0.03% | +47.6% |
| Q2 2022 | $621,000 | +80.5% | 6,874 | +86.9% | 0.02% | +110.0% |
| Q1 2022 | $344,000 | -84.8% | 3,678 | -84.5% | 0.01% | -84.6% |
| Q4 2021 | $2,266,000 | +593.0% | 23,676 | +594.5% | 0.06% | +550.0% |
| Q3 2021 | $327,000 | +1.6% | 3,409 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $322,000 | +906.2% | 3,339 | +887.9% | 0.01% | +900.0% |
| Q4 2020 | $32,000 | -8.6% | 338 | -11.7% | 0.00% | -50.0% |
| Q3 2020 | $35,000 | -41.7% | 383 | -46.7% | 0.00% | -50.0% |
| Q1 2020 | $60,000 | -18.9% | 718 | -7.0% | 0.00% | 0.0% |
| Q4 2019 | $74,000 | +362.5% | 772 | +348.8% | 0.00% | +300.0% |
| Q3 2019 | $16,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | – | 172 | – | 0.00% | – |
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% |