ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 110 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,087 | +90.8% | 7,338 | +91.7% | 0.00% | 0.0% |
| Q2 2023 | $355,840 | -60.8% | 3,828 | -61.3% | 0.00% | -50.0% |
| Q1 2023 | $906,994 | -75.4% | 9,898 | -75.6% | 0.00% | -71.4% |
| Q4 2022 | $3,685,411 | -69.3% | 40,527 | -70.0% | 0.01% | -74.1% |
| Q3 2022 | $12,000,000 | +93.0% | 135,014 | +96.0% | 0.03% | +92.9% |
| Q2 2022 | $6,218,000 | +39.4% | 68,893 | +44.5% | 0.01% | +55.6% |
| Q1 2022 | $4,459,000 | +5.9% | 47,686 | +8.4% | 0.01% | +12.5% |
| Q4 2021 | $4,210,000 | +45.6% | 43,977 | +45.7% | 0.01% | +33.3% |
| Q3 2021 | $2,892,000 | -38.0% | 30,187 | -37.7% | 0.01% | -40.0% |
| Q2 2021 | $4,663,000 | -6.3% | 48,421 | -6.0% | 0.01% | -16.7% |
| Q1 2021 | $4,974,000 | +22.5% | 51,528 | +21.3% | 0.01% | +9.1% |
| Q4 2020 | $4,060,000 | +13.1% | 42,491 | +8.1% | 0.01% | 0.0% |
| Q3 2020 | $3,589,000 | -0.3% | 39,311 | -1.8% | 0.01% | -8.3% |
| Q2 2020 | $3,598,000 | +1.1% | 40,026 | -25.3% | 0.01% | -20.0% |
| Q1 2020 | $3,558,000 | – | 53,578 | – | 0.02% | – |
Download | ||||||
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% |