ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 61 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,062,450 | +169620.4% | 11,431 | +67.4% | 0.02% | +38.5% |
| Q1 2023 | $626 | -99.7% | 6,827 | +159.9% | 0.01% | -58.1% |
| Q2 2019 | $235,000 | -14.2% | 2,627 | -10.4% | 0.03% | -32.6% |
| Q1 2019 | $274,000 | +2.2% | 2,933 | -0.7% | 0.05% | -37.0% |
| Q4 2018 | $268,000 | – | 2,953 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 280,173 | $26,843,000 | 12.05% |
| Harborview Advisors, LLC | 160,795 | $15,406,000 | 8.63% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 134,883 | $12,923,000 | 5.76% |
| WJ Wealth Management, LLC | 57,613 | $5,510,000 | 3.66% |
| MBM Wealth Consultants, LLC | 64,585 | $6,188,000 | 2.82% |
| Richard Bernstein Advisors LLC | 907,257 | $86,924,000 | 1.75% |
| Wealthcare Advisory Partners LLC | 271,979 | $26,058,000 | 1.70% |
| Graypoint LLC | 80,404 | $7,704,000 | 0.94% |
| LEO BROKERAGE, LLC | 47,213 | $4,523,000 | 0.84% |
| COLLECTIVE FAMILY OFFICE LLC | 16,169 | $1,549,000 | 0.67% |