ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 80 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,830 | +8656.4% | 71 | -90.3% | 0.00% | -100.0% |
| Q4 2022 | $78 | -99.9% | 734 | +2.5% | 0.00% | 0.0% |
| Q3 2022 | $76,000 | -16.5% | 716 | -24.4% | 0.00% | -33.3% |
| Q2 2022 | $91,000 | -32.1% | 947 | -31.9% | 0.00% | +50.0% |
| Q1 2022 | $134,000 | +243.6% | 1,390 | +235.7% | 0.00% | +100.0% |
| Q4 2021 | $39,000 | – | 414 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $14,000 | 0.0% | 150 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $14,000 | -94.7% | 150 | -94.8% | 0.00% | -87.5% |
| Q4 2018 | $264,000 | -18.0% | 2,907 | -12.2% | 0.02% | +23.1% |
| Q3 2018 | $322,000 | +12.2% | 3,312 | +10.1% | 0.01% | +8.3% |
| Q2 2018 | $287,000 | -2.0% | 3,007 | -0.1% | 0.01% | -7.7% |
| Q1 2018 | $293,000 | 0.0% | 3,011 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $293,000 | +6.5% | 3,011 | +5.1% | 0.01% | +18.2% |
| Q3 2017 | $275,000 | +113.2% | 2,864 | +112.3% | 0.01% | +120.0% |
| Q2 2017 | $129,000 | -2.3% | 1,349 | -3.3% | 0.01% | -16.7% |
| Q1 2017 | $132,000 | +50.0% | 1,395 | +48.4% | 0.01% | +50.0% |
| Q4 2016 | $88,000 | +69.2% | 940 | +67.6% | 0.00% | +33.3% |
| Q3 2016 | $52,000 | -3.7% | 561 | -4.6% | 0.00% | 0.0% |
| Q2 2016 | $54,000 | +285.7% | 588 | +292.0% | 0.00% | +50.0% |
| Q1 2016 | $14,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 273,079 | $26,298,000 | 11.91% |
| Harborview Advisors, LLC | 150,526 | $14,496,000 | 8.12% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 130,228 | $12,541,000 | 5.57% |
| MBM Wealth Consultants, LLC | 59,728 | $5,752,000 | 2.70% |
| Richard Bernstein Advisors LLC | 841,237 | $81,010,000 | 1.68% |
| Wealthcare Advisory Partners LLC | 245,775 | $23,668,000 | 1.58% |
| LEO BROKERAGE, LLC | 47,370 | $4,562,000 | 0.92% |
| Graypoint LLC | 63,168 | $6,083,000 | 0.81% |
| Titus Wealth Management | 5,940 | $572,000 | 0.31% |
| PATRON PARTNERS, LLC | 4,012 | $386,000 | 0.29% |