Capital Advantage, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 104 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$22,403,000
-5.9%
252,454
-4.3%
5.13%
-2.3%
Q2 2022$23,806,000
-4.3%
263,752
-0.9%
5.25%
-8.3%
Q1 2022$24,883,000
-2.7%
266,043
-0.9%
5.72%
-6.6%
Q4 2021$25,566,000268,4136.13%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
SimpliFi, Inc. 280,173$26,843,00012.05%
Harborview Advisors, LLC 160,795$15,406,0008.63%
MIRSKY FINANCIAL MANAGEMENT CORP. 134,883$12,923,0005.76%
WJ Wealth Management, LLC 57,613$5,510,0003.66%
MBM Wealth Consultants, LLC 64,585$6,188,0002.82%
Richard Bernstein Advisors LLC 907,257$86,924,0001.75%
Wealthcare Advisory Partners LLC 271,979$26,058,0001.70%
Graypoint LLC 80,404$7,704,0000.94%
LEO BROKERAGE, LLC 47,213$4,523,0000.84%
COLLECTIVE FAMILY OFFICE LLC 16,169$1,549,0000.67%
View complete list of ISHARES U S ETF TR shareholders