ISHARES U S ETF TR's ticker is LQDI and the CUSIP is 46431W580. A total of 25 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,321 | +34.3% | 8,497 | +40.6% | 0.00% | – |
| Q2 2023 | $155,866 | +3.7% | 6,044 | +5.4% | 0.00% | – |
| Q1 2023 | $150,317 | -21.6% | 5,735 | -25.0% | 0.00% | – |
| Q4 2022 | $191,794 | +3.1% | 7,648 | -0.8% | 0.00% | – |
| Q3 2022 | $186,000 | -11.8% | 7,711 | -4.6% | 0.00% | – |
| Q2 2022 | $211,000 | -75.2% | 8,086 | -72.4% | 0.00% | -100.0% |
| Q1 2022 | $850,000 | +113.0% | 29,313 | +124.5% | 0.00% | +100.0% |
| Q4 2021 | $399,000 | +85.6% | 13,056 | +82.2% | 0.00% | – |
| Q3 2021 | $215,000 | +1854.5% | 7,167 | +1766.4% | 0.00% | – |
| Q2 2021 | $11,000 | -54.2% | 384 | -55.0% | 0.00% | – |
| Q1 2021 | $24,000 | – | 853 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 400,701 | $12,257,000 | 5.35% |
| RETIREMENT GUYS FORMULA LLC | 155,807 | $4,766,000 | 3.78% |
| Systelligence, LLC | 329,644 | $10,084,000 | 2.78% |
| Fortune 45 LLC | 91,395 | $2,795,000 | 2.46% |
| CALTON & ASSOCIATES, INC. | 40,866 | $1,250,000 | 0.33% |
| Jackson Creek Investment Advisors LLC | 10,881 | $333,000 | 0.12% |
| CreativeOne Wealth, LLC | 52,158 | $1,596,000 | 0.08% |
| COLONY GROUP LLC | 124,958 | $3,822,000 | 0.07% |
| StoneX Group Inc. | 16,506 | $505,000 | 0.06% |
| AXXCESS WEALTH MANAGEMENT, LLC | 20,284 | $620,000 | 0.04% |