ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 26 filers reported holding ISHARES U S ETF TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $75,000 | -49.7% | 783 | -51.3% | 0.04% | -35.7% |
| Q3 2019 | $149,000 | +14.6% | 1,607 | +16.5% | 0.07% | +11.1% |
| Q2 2019 | $130,000 | +1.6% | 1,379 | +0.8% | 0.06% | -6.0% |
| Q1 2019 | $128,000 | -94.5% | 1,368 | -94.7% | 0.07% | -95.3% |
| Q4 2018 | $2,342,000 | -8.1% | 25,829 | -1.6% | 1.42% | -0.9% |
| Q3 2018 | $2,549,000 | +1.0% | 26,240 | -0.7% | 1.43% | -1.2% |
| Q2 2018 | $2,524,000 | -0.5% | 26,419 | +0.8% | 1.45% | +3.7% |
| Q1 2018 | $2,536,000 | – | 26,218 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 348,056 | $33,312,000 | 14.55% |
| Capital Advantage, Inc. | 268,413 | $25,566,000 | 6.13% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,307 | $13,142,000 | 5.42% |
| Richard Bernstein Advisors LLC | 2,043,616 | $195,595,000 | 3.77% |
| WJ Wealth Management, LLC | 64,268 | $6,145,000 | 3.67% |
| MBM Wealth Consultants, LLC | 69,368 | $6,639,000 | 2.76% |
| Redhawk Wealth Advisors, Inc. | 68,966 | $6,601,000 | 1.68% |
| COLLECTIVE FAMILY OFFICE LLC | 38,265 | $3,662,000 | 1.44% |
| Wealthcare Advisory Partners LLC | 207,226 | $19,834,000 | 1.19% |
| Graypoint LLC | 95,721 | $9,161,000 | 0.96% |