ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 75 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $211,000 | -24.1% | 2,384 | -22.7% | 0.03% | -20.0% |
| Q2 2022 | $278,000 | -18.5% | 3,086 | -16.6% | 0.04% | -16.7% |
| Q1 2022 | $341,000 | -43.0% | 3,701 | -40.8% | 0.05% | -43.5% |
| Q4 2021 | $598,000 | +27.0% | 6,249 | +26.9% | 0.08% | +23.2% |
| Q3 2021 | $471,000 | -32.9% | 4,925 | -32.5% | 0.07% | -33.7% |
| Q2 2021 | $702,000 | +45.3% | 7,297 | +45.8% | 0.10% | +33.3% |
| Q1 2021 | $483,000 | -34.5% | 5,006 | -35.1% | 0.08% | -36.6% |
| Q4 2020 | $737,000 | +22.6% | 7,715 | +17.1% | 0.12% | +19.4% |
| Q3 2020 | $601,000 | – | 6,587 | – | 0.10% | – |
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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% |