ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 93 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $258,000 | -44.3% | 2,911 | -43.3% | 0.08% | -41.9% |
Q2 2022 | $463,000 | -20.9% | 5,134 | -18.0% | 0.13% | -5.8% |
Q1 2022 | $585,000 | +15.4% | 6,258 | +18.1% | 0.14% | +12.3% |
Q4 2021 | $507,000 | +35.2% | 5,300 | +35.4% | 0.12% | +14.0% |
Q3 2021 | $375,000 | +72.8% | 3,914 | +73.9% | 0.11% | +57.4% |
Q2 2021 | $217,000 | – | 2,251 | – | 0.07% | – |
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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% |