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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,517,709 | +0.1% | 136,606 | -1.1% | 7.88% | +10.2% |
| Q4 2022 | $12,499,689 | -3.2% | 138,133 | -5.1% | 7.16% | -8.7% |
| Q3 2022 | $12,917,000 | -1.2% | 145,565 | +0.5% | 7.84% | +19.3% |
| Q2 2022 | $13,072,000 | +101.9% | 144,828 | +109.2% | 6.57% | +142.4% |
| Q1 2022 | $6,476,000 | – | 69,245 | – | 2.71% | – |
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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% |