ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 59 filers reported holding ISHARES U S ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,060 | +1.5% | 109 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $9,910 | +99000.0% | 107 | +1.9% | 0.00% | -20.0% |
| Q1 2023 | $10 | -28.6% | 105 | -34.0% | 0.01% | -28.6% |
| Q4 2022 | $14 | -99.9% | 159 | -1.9% | 0.01% | -36.4% |
| Q3 2022 | $14,000 | -51.7% | 162 | -48.7% | 0.01% | -8.3% |
| Q2 2022 | $29,000 | -3.3% | 316 | -1.6% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | -46.4% | 321 | -44.7% | 0.01% | -50.0% |
| Q4 2021 | $56,000 | -39.1% | 580 | -39.9% | 0.02% | -42.9% |
| Q3 2021 | $92,000 | -1.1% | 965 | +0.1% | 0.04% | -6.7% |
| Q2 2021 | $93,000 | 0.0% | 964 | 0.0% | 0.04% | +7.1% |
| Q1 2021 | $93,000 | -21.2% | 964 | -22.5% | 0.04% | -22.2% |
| Q4 2020 | $118,000 | +1.7% | 1,244 | -1.9% | 0.05% | -16.9% |
| Q3 2020 | $116,000 | +1.8% | 1,268 | +0.2% | 0.06% | -8.5% |
| Q2 2020 | $114,000 | +20.0% | 1,265 | +28.7% | 0.07% | +14.5% |
| Q4 2019 | $95,000 | – | 983 | – | 0.06% | – |
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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% |