ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 104 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,927 | -53.4% | 399 | -53.2% | 0.00% | -66.7% |
| Q2 2023 | $79,192 | -9.7% | 852 | -11.0% | 0.00% | 0.0% |
| Q1 2023 | $87,693 | -41.1% | 957 | -41.8% | 0.00% | -50.0% |
| Q4 2022 | $148,766 | -31.4% | 1,644 | -32.7% | 0.01% | -40.0% |
| Q3 2022 | $217,000 | -16.5% | 2,442 | -15.1% | 0.01% | -16.7% |
| Q2 2022 | $260,000 | -35.3% | 2,878 | -32.8% | 0.01% | -25.0% |
| Q1 2022 | $402,000 | -13.9% | 4,285 | -12.2% | 0.02% | -5.9% |
| Q4 2021 | $467,000 | – | 4,880 | +121900.0% | 0.02% | – |
| Q3 2021 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 4 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 273,079 | $26,298,000 | 11.91% |
| Harborview Advisors, LLC | 150,526 | $14,496,000 | 8.12% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 130,228 | $12,541,000 | 5.57% |
| MBM Wealth Consultants, LLC | 59,728 | $5,752,000 | 2.70% |
| Richard Bernstein Advisors LLC | 841,237 | $81,010,000 | 1.68% |
| Wealthcare Advisory Partners LLC | 245,775 | $23,668,000 | 1.58% |
| LEO BROKERAGE, LLC | 47,370 | $4,562,000 | 0.92% |
| Graypoint LLC | 63,168 | $6,083,000 | 0.81% |
| Titus Wealth Management | 5,940 | $572,000 | 0.31% |
| PATRON PARTNERS, LLC | 4,012 | $386,000 | 0.29% |