ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 110 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,500 | -0.4% | 12,604 | 0.0% | 0.49% | +4.1% |
| Q2 2023 | $1,171,517 | +2.1% | 12,604 | +0.6% | 0.47% | -7.0% |
| Q1 2023 | $1,147,618 | +1.3% | 12,524 | 0.0% | 0.50% | -11.0% |
| Q4 2022 | $1,133,297 | +2.0% | 12,524 | 0.0% | 0.56% | -12.6% |
| Q3 2022 | $1,111,000 | -1.4% | 12,524 | +0.3% | 0.64% | -2.0% |
| Q2 2022 | $1,127,000 | -10.8% | 12,491 | -7.5% | 0.66% | -2.2% |
| Q1 2022 | $1,263,000 | -2.3% | 13,507 | 0.0% | 0.67% | -0.6% |
| Q4 2021 | $1,293,000 | – | 13,507 | – | 0.68% | – |
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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% |