ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 45 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $29,000 | +20.8% | 299 | +18.2% | 0.00% | – |
| Q3 2019 | $24,000 | -94.9% | 253 | -94.9% | 0.00% | -100.0% |
| Q2 2019 | $468,000 | +0.4% | 4,982 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $466,000 | -69.8% | 4,982 | -70.7% | 0.00% | -73.3% |
| Q4 2018 | $1,541,000 | +81.5% | 16,997 | +94.5% | 0.02% | +66.7% |
| Q3 2018 | $849,000 | +45.1% | 8,741 | +42.8% | 0.01% | +12.5% |
| Q2 2018 | $585,000 | +3.5% | 6,121 | +4.7% | 0.01% | 0.0% |
| Q1 2018 | $565,000 | +811.3% | 5,844 | +816.0% | 0.01% | +700.0% |
| Q4 2017 | $62,000 | +6100.0% | 638 | +3887.5% | 0.00% | – |
| Q2 2016 | $1,000 | – | 16 | – | 0.00% | – |
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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% |