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. | 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% |