ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 93 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,877,000 | +5.9% | 20,070 | +8.4% | 0.01% | 0.0% |
| Q4 2021 | $1,772,000 | +18.7% | 18,519 | +18.8% | 0.01% | +20.0% |
| Q3 2021 | $1,493,000 | +59.0% | 15,586 | +59.8% | 0.01% | +66.7% |
| Q2 2021 | $939,000 | -7.9% | 9,752 | -8.7% | 0.00% | -25.0% |
| Q4 2020 | $1,020,000 | -73.9% | 10,680 | -75.0% | 0.00% | -78.9% |
| Q3 2020 | $3,905,000 | +6.2% | 42,783 | +4.6% | 0.02% | -5.0% |
| Q2 2020 | $3,678,000 | – | 40,908 | – | 0.02% | – |
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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% |