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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $216,000 | -48.6% | 2,432 | -47.7% | 0.00% | -42.9% |
| Q2 2022 | $420,000 | -16.2% | 4,648 | -13.2% | 0.01% | 0.0% |
| Q1 2022 | $501,000 | +16.2% | 5,354 | +18.8% | 0.01% | +16.7% |
| Q4 2021 | $431,000 | +104.3% | 4,506 | +104.7% | 0.01% | +100.0% |
| Q3 2021 | $211,000 | -6.2% | 2,201 | -5.8% | 0.00% | -25.0% |
| Q2 2021 | $225,000 | +11.4% | 2,336 | +10.4% | 0.00% | 0.0% |
| Q4 2020 | $202,000 | -24.1% | 2,116 | -28.5% | 0.00% | -84.0% |
| Q2 2020 | $266,000 | -18.4% | 2,959 | -24.7% | 0.02% | -37.5% |
| Q1 2020 | $326,000 | +55.2% | 3,929 | +70.2% | 0.04% | +17.6% |
| Q4 2018 | $210,000 | – | 2,309 | – | 0.03% | – |
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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% |