ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 45 filers reported holding ISHARES U S ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $297,000 | -15.4% | 3,180 | -13.3% | 0.10% | -13.2% |
| Q4 2021 | $351,000 | +0.9% | 3,667 | +0.9% | 0.12% | -6.9% |
| Q3 2021 | $348,000 | +48.1% | 3,634 | +48.9% | 0.13% | +41.3% |
| Q2 2021 | $235,000 | +10.3% | 2,440 | +10.6% | 0.09% | 0.0% |
| Q1 2021 | $213,000 | -9.7% | 2,207 | -14.8% | 0.09% | -30.8% |
| Q3 2020 | $236,000 | -1.3% | 2,590 | -2.7% | 0.13% | -9.5% |
| Q2 2020 | $239,000 | -51.3% | 2,662 | -49.4% | 0.15% | -73.5% |
| Q1 2019 | $491,000 | – | 5,257 | – | 0.55% | – |
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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% |