ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 104 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |