ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 33 filers reported holding ISHARES U S ETF TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $239,000 | -7.0% | 2,641 | 0.0% | 0.18% | +13.3% |
| Q3 2018 | $257,000 | +2.0% | 2,641 | 0.0% | 0.16% | -5.4% |
| Q2 2018 | $252,000 | -6.3% | 2,641 | -5.0% | 0.17% | +7.1% |
| Q1 2018 | $269,000 | -27.9% | 2,779 | -27.5% | 0.16% | -33.6% |
| Q4 2017 | $373,000 | +1.4% | 3,831 | 0.0% | 0.24% | -7.1% |
| Q3 2017 | $368,000 | -92.3% | 3,831 | -92.4% | 0.25% | -92.3% |
| Q2 2017 | $4,793,000 | 0.0% | 50,199 | -0.8% | 3.28% | -8.4% |
| Q1 2017 | $4,793,000 | +4.5% | 50,588 | +3.8% | 3.58% | -15.7% |
| Q4 2016 | $4,585,000 | – | 48,748 | – | 4.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 280,173 | $26,843,000 | 12.05% |
| Harborview Advisors, LLC | 160,795 | $15,406,000 | 8.63% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 134,883 | $12,923,000 | 5.76% |
| WJ Wealth Management, LLC | 57,613 | $5,510,000 | 3.66% |
| MBM Wealth Consultants, LLC | 64,585 | $6,188,000 | 2.82% |
| Richard Bernstein Advisors LLC | 907,257 | $86,924,000 | 1.75% |
| Wealthcare Advisory Partners LLC | 271,979 | $26,058,000 | 1.70% |
| Graypoint LLC | 80,404 | $7,704,000 | 0.94% |
| LEO BROKERAGE, LLC | 47,213 | $4,523,000 | 0.84% |
| COLLECTIVE FAMILY OFFICE LLC | 16,169 | $1,549,000 | 0.67% |