ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 44 filers reported holding ISHARES U S ETF TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $252,000 | +4.1% | 2,629 | +0.7% | 0.11% | -1.8% |
| Q3 2019 | $242,000 | -11.0% | 2,610 | -9.8% | 0.11% | -6.6% |
| Q2 2019 | $272,000 | -37.2% | 2,893 | -37.5% | 0.12% | -34.6% |
| Q1 2019 | $433,000 | -64.0% | 4,629 | -65.1% | 0.18% | -69.1% |
| Q4 2018 | $1,202,000 | -50.6% | 13,261 | -47.0% | 0.60% | -44.2% |
| Q3 2018 | $2,431,000 | +2.5% | 25,024 | +0.8% | 1.07% | -4.3% |
| Q2 2018 | $2,371,000 | -6.4% | 24,823 | -5.2% | 1.12% | -16.3% |
| Q1 2018 | $2,532,000 | – | 26,185 | – | 1.34% | – |
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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% |