ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 80 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 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% |