ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 89 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 280,173 | $26,843,000 | 12.05% |
| Harborview Advisors, LLC | 160,795 | $15,406,000 | 8.63% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 134,883 | $12,923,000 | 5.76% |
| WJ Wealth Management, LLC | 57,613 | $5,510,000 | 3.66% |
| MBM Wealth Consultants, LLC | 64,585 | $6,188,000 | 2.82% |
| Richard Bernstein Advisors LLC | 907,257 | $86,924,000 | 1.75% |
| Wealthcare Advisory Partners LLC | 271,979 | $26,058,000 | 1.70% |
| Graypoint LLC | 80,404 | $7,704,000 | 0.94% |
| LEO BROKERAGE, LLC | 47,213 | $4,523,000 | 0.84% |
| COLLECTIVE FAMILY OFFICE LLC | 16,169 | $1,549,000 | 0.67% |