ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 45 filers reported holding ISHARES U S ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,429,067 | +70.6% | 26,246 | +71.3% | 0.24% | +68.8% |
| Q2 2023 | $1,424,242 | +25.0% | 15,323 | +23.2% | 0.14% | +4.4% |
| Q1 2023 | $1,139,738 | +0.7% | 12,438 | -0.5% | 0.14% | +0.7% |
| Q4 2022 | $1,131,396 | +21.9% | 12,503 | +19.6% | 0.13% | +11.7% |
| Q3 2022 | $928,000 | -33.2% | 10,456 | -32.1% | 0.12% | -28.6% |
| Q2 2022 | $1,390,000 | +7.3% | 15,396 | +11.1% | 0.17% | +19.1% |
| Q1 2022 | $1,296,000 | +6.3% | 13,859 | +8.8% | 0.14% | -2.1% |
| Q4 2021 | $1,219,000 | +15.9% | 12,741 | +16.1% | 0.14% | +8.3% |
| Q3 2021 | $1,052,000 | +9463.6% | 10,975 | +8214.4% | 0.13% | +4333.3% |
| Q1 2020 | $11,000 | -98.9% | 132 | -98.7% | 0.00% | -98.9% |
| Q4 2019 | $1,011,000 | +3.5% | 10,511 | 0.0% | 0.27% | -0.4% |
| Q3 2019 | $977,000 | -8.7% | 10,511 | -7.6% | 0.27% | -16.3% |
| Q2 2019 | $1,070,000 | +20.0% | 11,375 | +19.2% | 0.32% | -2.1% |
| Q1 2019 | $892,000 | +0.1% | 9,540 | -2.9% | 0.33% | -12.9% |
| Q4 2018 | $891,000 | +285.7% | 9,825 | +313.0% | 0.38% | +252.8% |
| Q3 2018 | $231,000 | – | 2,379 | – | 0.11% | – |
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% |