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. | 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% |