ISHARES U S ETF TR's ticker is LQDI and the CUSIP is 46431W580.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,552 | -4.5% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,185 | -1.6% | 550 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,416 | +4.3% | 550 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,816 | -18.7% | 550 | -22.8% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -61.4% | 712 | -57.9% | 0.00% | -50.0% |
| Q2 2022 | $44,000 | -10.2% | 1,690 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -3.9% | 1,690 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | – | 1,690 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 214,911 | $5,633 | 2.29% |
| Systelligence, LLC | 295,688 | $7,749,982 | 1.99% |
| RETIREMENT GUYS FORMULA LLC | 89,920 | $2,356,803 | 1.69% |
| Atria Investments, Inc | 217,385 | $5,697,661 | 0.11% |
| StoneX Group Inc. | 10,841 | $284 | 0.04% |
| C M BIDWELL & ASSOCIATES LTD | 1,850 | $48,488 | 0.04% |
| Meridian Wealth Management, LLC | 8,820 | $231,172 | 0.02% |
| MML INVESTORS SERVICES, LLC | 46,379 | $1,216 | 0.01% |
| Accel Wealth Management | 785 | $20,575 | 0.01% |
| Belpointe Asset Management LLC | 5,518 | $144,627 | 0.01% |