ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 38 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $609,000 | -15.9% | 6,747 | -12.9% | 0.30% | -6.4% |
| Q1 2022 | $724,000 | +12.4% | 7,742 | +15.0% | 0.33% | +12.4% |
| Q4 2021 | $644,000 | +10.8% | 6,730 | +10.8% | 0.29% | -4.9% |
| Q3 2021 | $581,000 | +1.6% | 6,072 | +2.2% | 0.30% | -1.6% |
| Q2 2021 | $572,000 | +49.3% | 5,940 | +49.6% | 0.31% | +38.4% |
| Q1 2021 | $383,000 | -4.7% | 3,970 | -5.6% | 0.22% | -9.3% |
| Q4 2020 | $402,000 | +3.3% | 4,207 | -1.3% | 0.25% | -11.2% |
| Q3 2020 | $389,000 | -2.0% | 4,262 | -3.6% | 0.28% | -11.2% |
| Q2 2020 | $397,000 | +7.6% | 4,420 | -0.6% | 0.31% | -10.1% |
| Q1 2020 | $369,000 | -4.2% | 4,445 | +11.1% | 0.35% | -9.8% |
| Q4 2019 | $385,000 | 0.0% | 4,001 | -3.4% | 0.39% | +9.3% |
| Q3 2019 | $385,000 | -4.2% | 4,141 | -3.8% | 0.35% | -0.3% |
| Q1 2019 | $402,000 | +3.1% | 4,306 | 0.0% | 0.35% | +6.3% |
| Q4 2018 | $390,000 | -3.9% | 4,306 | +3.1% | 0.33% | -4.9% |
| Q3 2018 | $406,000 | +1.8% | 4,176 | 0.0% | 0.35% | -17.8% |
| Q2 2018 | $399,000 | -99.8% | 4,176 | +57.9% | 0.43% | +73.2% |
| Q1 2018 | $256,000,000 | +83560.1% | 2,645 | -15.8% | 0.25% | -28.7% |
| Q4 2017 | $306,000 | – | 3,143 | – | 0.34% | – |
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% |