ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 119 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 341,659 | $31,955,000 | 14.53% |
| Capital Advantage, Inc. | 266,043 | $24,883,000 | 5.72% |
| Richard Bernstein Advisors LLC | 2,105,882 | $196,021,000 | 3.87% |
| DBK Financial Counsel, LLC | 27,435 | $2,566,000 | 3.79% |
| WealthShield Partners, LLC | 214,639 | $20,075,000 | 3.22% |
| SOUTHERN CAPITAL ADVISORS, LLC | 49,145 | $4,597,000 | 3.14% |
| Destination Wealth Management | 817,270 | $76,439,000 | 2.83% |
| MBM Wealth Consultants, LLC | 72,633 | $6,793,000 | 2.82% |
| HMS Capital Management, LLC | 69,245 | $6,476,000 | 2.71% |
| COLLECTIVE FAMILY OFFICE LLC | 61,710 | $5,772,000 | 2.20% |