ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 89 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $29,110,000 | -5.9% | 328,041 | -4.3% | 15.08% | -1.3% |
| Q2 2022 | $30,943,000 | -3.2% | 342,825 | +0.3% | 15.28% | +5.2% |
| Q1 2022 | $31,955,000 | -4.1% | 341,659 | -1.8% | 14.53% | -0.2% |
| Q4 2021 | $33,312,000 | +24.1% | 348,056 | +24.2% | 14.55% | +20.7% |
| Q3 2021 | $26,843,000 | +2.1% | 280,173 | +2.6% | 12.05% | +1.2% |
| Q2 2021 | $26,298,000 | +14.1% | 273,079 | +10.7% | 11.91% | -18.2% |
| Q1 2019 | $23,054,000 | +9.9% | 246,695 | +6.6% | 14.56% | -4.1% |
| Q4 2018 | $20,981,000 | +0.4% | 231,397 | +7.6% | 15.17% | +4.4% |
| Q3 2018 | $20,902,000 | – | 215,125 | – | 14.54% | – |
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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% |