ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 75 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,107 | -3.0% | 10,838 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $1,033,859 | +97618.2% | 11,122 | -3.8% | 0.00% | -20.0% |
| Q1 2023 | $1,058 | +1.9% | 11,556 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $1,038 | -99.9% | 11,475 | -6.4% | 0.01% | -16.7% |
| Q3 2022 | $1,087,000 | -15.5% | 12,258 | -14.0% | 0.01% | -14.3% |
| Q2 2022 | $1,286,000 | -6.5% | 14,255 | -3.1% | 0.01% | 0.0% |
| Q1 2022 | $1,376,000 | +4.4% | 14,714 | +6.8% | 0.01% | +16.7% |
| Q4 2021 | $1,318,000 | +192.9% | 13,775 | +192.8% | 0.01% | +200.0% |
| Q3 2021 | $450,000 | +16.3% | 4,704 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $387,000 | +126.3% | 4,022 | +126.2% | 0.00% | +100.0% |
| Q1 2021 | $171,000 | +171.4% | 1,778 | +166.6% | 0.00% | – |
| Q4 2020 | $63,000 | 0.0% | 667 | -3.6% | 0.00% | -100.0% |
| Q3 2020 | $63,000 | -1.6% | 692 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $64,000 | – | 710 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 273,079 | $26,298,000 | 11.91% |
| Harborview Advisors, LLC | 150,526 | $14,496,000 | 8.12% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 130,228 | $12,541,000 | 5.57% |
| MBM Wealth Consultants, LLC | 59,728 | $5,752,000 | 2.70% |
| Richard Bernstein Advisors LLC | 841,237 | $81,010,000 | 1.68% |
| Wealthcare Advisory Partners LLC | 245,775 | $23,668,000 | 1.58% |
| LEO BROKERAGE, LLC | 47,370 | $4,562,000 | 0.92% |
| Graypoint LLC | 63,168 | $6,083,000 | 0.81% |
| Titus Wealth Management | 5,940 | $572,000 | 0.31% |
| PATRON PARTNERS, LLC | 4,012 | $386,000 | 0.29% |