ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 106 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,198 | -1.2% | 4,000 | -0.8% | 0.16% | +9.5% |
| Q2 2023 | $374,862 | +1.4% | 4,033 | -0.0% | 0.15% | -20.0% |
| Q1 2023 | $369,742 | -3.6% | 4,035 | -4.8% | 0.18% | +5.1% |
| Q4 2022 | $383,406 | +1.4% | 4,237 | -0.6% | 0.18% | -8.3% |
| Q3 2022 | $378,000 | -1.8% | 4,263 | 0.0% | 0.19% | -1.5% |
| Q2 2022 | $385,000 | -3.5% | 4,263 | 0.0% | 0.20% | +10.2% |
| Q1 2022 | $399,000 | -3.9% | 4,263 | -1.8% | 0.18% | +6.0% |
| Q4 2021 | $415,000 | -8.8% | 4,339 | -8.6% | 0.17% | -21.6% |
| Q3 2021 | $455,000 | -3.0% | 4,749 | -2.7% | 0.21% | 0.0% |
| Q2 2021 | $469,000 | +0.4% | 4,882 | -0.2% | 0.21% | -7.4% |
| Q1 2021 | $467,000 | +2.2% | 4,890 | +2.3% | 0.23% | -10.9% |
| Q4 2020 | $457,000 | +4.3% | 4,781 | 0.0% | 0.26% | -1.5% |
| Q3 2020 | $438,000 | – | 4,781 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 273,079 | $26,298,000 | 11.91% |
| Harborview Advisors, LLC | 150,526 | $14,496,000 | 8.12% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 130,228 | $12,541,000 | 5.57% |
| MBM Wealth Consultants, LLC | 59,728 | $5,752,000 | 2.70% |
| Richard Bernstein Advisors LLC | 841,237 | $81,010,000 | 1.68% |
| Wealthcare Advisory Partners LLC | 245,775 | $23,668,000 | 1.58% |
| LEO BROKERAGE, LLC | 47,370 | $4,562,000 | 0.92% |
| Graypoint LLC | 63,168 | $6,083,000 | 0.81% |
| Titus Wealth Management | 5,940 | $572,000 | 0.31% |
| PATRON PARTNERS, LLC | 4,012 | $386,000 | 0.29% |