ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 80 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 50,406 | $4,665,087 | 2.53% |
| Destination Wealth Management | 701,059 | $64,883,034 | 2.52% |
| Red Wave Investments LLC | 43,852 | $4,058,503 | 1.73% |
| Aquire Wealth Advisors, LLC | 12,604 | $1,166,500 | 0.49% |
| Freedom Investment Management, Inc. | 26,721 | $2,473,070 | 0.30% |
| Capital Investment Advisory Services, LLC | 26,246 | $2,429,067 | 0.24% |
| TrinityPoint Wealth, LLC | 11,799 | $1,092,025 | 0.22% |
| Trilogy Capital Inc. | 31,488 | $2,914,211 | 0.20% |
| Founders Financial Alliance, LLC | 4,000 | $370,198 | 0.16% |
| WCG Wealth Advisors LLC | 13,352 | $1,255 | 0.09% |