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 2021. 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. | 348,056 | $33,312,000 | 14.55% |
| Capital Advantage, Inc. | 268,413 | $25,566,000 | 6.13% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,307 | $13,142,000 | 5.42% |
| Richard Bernstein Advisors LLC | 2,043,616 | $195,595,000 | 3.77% |
| WJ Wealth Management, LLC | 64,268 | $6,145,000 | 3.67% |
| MBM Wealth Consultants, LLC | 69,368 | $6,639,000 | 2.76% |
| Redhawk Wealth Advisors, Inc. | 68,966 | $6,601,000 | 1.68% |
| COLLECTIVE FAMILY OFFICE LLC | 38,265 | $3,662,000 | 1.44% |
| Wealthcare Advisory Partners LLC | 207,226 | $19,834,000 | 1.19% |
| Graypoint LLC | 95,721 | $9,161,000 | 0.96% |